Two years ago, jasmine invested in a segregated fund without speaking to an experienced representative. After...

 

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Two years ago, jasmine invested in a segregated fund without speaking to an experienced representative. After Jasmine meets with Mario, a ten year veteran of the industry, she tells him that she wants to transfer to a fund that he has recommended with another insurer. What must Mario do? 27 0 Oa) Ob) complete a replacement form inform the original representative or company inform her of the potential penalties divulge any bias toward the original company Od) 18888 Two years ago, jasmine invested in a segregated fund without speaking to an experienced representative. After Jasmine meets with Mario, a ten year veteran of the industry, she tells him that she wants to transfer to a fund that he has recommended with another insurer. What must Mario do? 27 0 Oa) Ob) complete a replacement form inform the original representative or company inform her of the potential penalties divulge any bias toward the original company Od) 18888

Answer rating: 100% (QA)

Answer C Transferring to another fund has penalties fo... View the full answer