Samantha, a life insurance agent, recommended that her client Bruno invest in a segregated fund portfolio using borrowed funds. Bruno lost most of his money and wants to be reimbursed, claiming that Samantha's recommendation was unsuitable. What is Samantha's most appropriate course of action?

Answer rating: 100% (QA)

In this situation Samantha the life insurance agent should consider the following actions 1 Review of the Suitability of Recommendation Samantha shoul... View the full answer