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American Bankers Association Exam CTFA Topic 7 Question 1 Discussion

Actual exam question for American Bankers Association's Certified Trust and Financial Advisor exam
Question #: 1
Topic #: 7
[All Certified Trust and Financial Advisor Questions]

Simon has experience of dealing with retail clients and is now in training to qualify as a pension transfer specialist. As a consequence, which of the following statements are true?

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Suggested Answer: B, C

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