Canadian Securities Course (CSC) Practice Exam · Question
When opening a new investment account for an individual, which of the following is NOT typically required information to collect?
While personal details are collected, marital status is generally not a required piece of information for the core purpose of account opening and suitability as
Start free practice for Canadian Securities Course (CSC) Practice Exam
335 questions · no signup required · 40 free questions per day
Question: When opening a new investment account for an individual, which of the following is NOT typically required information to collect?
Answer options: ✅ Marital status
- Occupation and employer
- Investment objectives and risk tolerance
- Financial situation, including income and assets
Correct answer: Marital status
Explanation: While personal details are collected, marital status is generally not a required piece of information for the core purpose of account opening and suitability assessment, unlike occupation, financial situation, and investment objectives.
Start free practice for Canadian Securities Course (CSC) Practice Exam
335 questions · no signup required · 40 free questions per day
More about Canadian Securities Course (CSC) Practice Exam
More for Canadian Securities Course (CSC) Practice Exam candidates
Ready to practice?
Free, no signup required. Build a wrong-question list as you go.
Start Free Canadian Securities Course (CSC) Practice Exam Practice →Related courses
Other Canadian certifications candidates often prepare for alongside this one.