Three years ago Doug purchased an IVIC comprised of segregated funds that focus predominantly on natural...

  

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Three years ago Doug purchased an IVIC comprised of segregated funds that focus predominantly on natural resources. Since the purchase, these funds have not gone in value, so Doug calls his insurance agent to make some changes. The agent suggests making fund switches within the IVIC so that Doug's investment is better diversified What must the agent do before completing the switch for Doug? a) Provide Doug with an in-depth analysis of his natural resource funds. Obl War Doug that fund switches will change the maturity date of his IVIC. Od Provide Doug with an information folder and the Fund Facts for his new funds Od) Fill in a new Know your client form with Doug. Three years ago Doug purchased an IVIC comprised of segregated funds that focus predominantly on natural resources. Since the purchase, these funds have not gone in value, so Doug calls his insurance agent to make some changes. The agent suggests making fund switches within the IVIC so that Doug's investment is better diversified What must the agent do before completing the switch for Doug? a) Provide Doug with an in-depth analysis of his natural resource funds. Obl War Doug that fund switches will change the maturity date of his IVIC. Od Provide Doug with an information folder and the Fund Facts for his new funds Od) Fill in a new Know your client form with Doug.

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The answer is bwarn Doug that funds swiches will change the maturity date of IVIC fund Rea... View the full answer