Bjorn, a licensed insurance agent, is working with his client Zane who is interested in purchasing segregated

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Question:

Bjorn, a licensed insurance agent, is working with his client Zane who is interested in purchasing segregated funds. Bjorn is looking to determine what kind of investment expertise and knowledge Zane currently has. Which of the following documents would be BEST in helping Bjorn determine Zane’s investment expertise and knowledge?

a) his Notice of Assessment.

b) his Registered Retirement Savings Plan statement.

c) his Bank statement.

d) his Life Insurance statement.