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IFIC Mutual Funds Licensing Practice Exam · Question

Switching between funds in same family may trigger:

Outside registered accounts. The correct answer is "Capital gain disposition". This reflects the accepted standard for the ific assessment and aligns with the o

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Question: Switching between funds in same family may trigger:

Answer options: ✅ Capital gain disposition

  • No tax always
  • Loss only
  • Dividend

Correct answer: Capital gain disposition

Explanation: Outside registered accounts. The correct answer is "Capital gain disposition". This reflects the accepted standard for the ific assessment and aligns with the official handbook for this competency.

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