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Canadian Securities Course (CSC) Practice Exam · Question

According to CIRO rules, when must a new account application form (NAAF) be approved?

CIRO rules mandate that a NAAF must be approved by a branch manager or designated supervisor before any transactions can be executed in the new account.

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Question: According to CIRO rules, when must a new account application form (NAAF) be approved?

Answer options: ✅ Before the first transaction is executed in the account.

  • Within one week of the first transaction.
  • After the account has been open for 30 days.
  • When the client decides to make their second investment.

Correct answer: Before the first transaction is executed in the account.

Explanation: CIRO rules mandate that a NAAF must be approved by a branch manager or designated supervisor before any transactions can be executed in the new account.

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