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In Which of the Following Instances Is It Permissible for an Investment

Question 204

Multiple Choice

In which of the following instances is it permissible for an investment adviser to borrow money from a client?


A) It is never permissible for an investment adviser to borrow money from a client.
B) The investment adviser may borrow money from a client if the client is a bank.
C) The investment adviser may borrow money from a client if the client is a close friend of the majority owner of the investment advisory firm.
D) The investment adviser may borrow money in either of the scenarios described in B or C.

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