CIFC practice question 1 of 30
Josephine is a Dealing Representative with Sunshine Mutual Funds Inc. for over 10 years. Her brother Jonathan has an account with Sunshine Mutual…
Choose your answer, then check it against the explanation.
Josephine is a Dealing Representative with Sunshine Mutual Funds Inc. for over 10 years. Her brother
Jonathan has an account with Sunshine Mutual Funds Inc., too. Jonathan wants Josephine to manage
his
portfolio and make investment decisions on his behalf. Jonathan trusts his sister to make better
investment choices than he can. He also wants to give Power of Attorney (POA) to Josephine so she
can have full authority over his account.
How can Josephine respond to her brother's request?
Question 1 of 30
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