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Exit VCEDump CSI-IFC Investment Funds in Canada (IFC)

Q9 Single choice

Which of the following is a conflict of interest that should be AVOIDED?

A
Arilla's client, Gwen, wants to co-invest with Arilla in units of a real estate limited partnership.
B
Davu's client, Ester, wants him to refer her to an accountant to help her with filing her tax return.
C
Fred's client, Hildie, wants to buy a life insurance policy and Fred is dually licensed as an Insurance Agent.
D
Jamal's client, Laila, wants to buy the Focus Canadian Growth Fund that pays Jamal trailer fees.

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