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Question 5 1 points Save Answer Juan Tavares receives an e-mail from his investment advisor about a new mutual fund investment. The advisor states that
Question 5 1 points Save Answer Juan Tavares receives an e-mail from his investment advisor about a new mutual fund investment. The advisor states that she will send the Fund Facts document before any purchase, tells Juan that she expects the mutual fund will achieve an 11% rate of return over the next year and that her firm has agreed to a discount on the usual front-end load fee. She also asks Juan if he would like a copy of her company's latest sales communication that includes past fund performance statistics. Which part of the e-mail is an unacceptable sales practice? Stating that she expects the mutual fund will achieve an 11% rate of return over the next year Sending the "Fund Facts" document before purchase Offering the firm's sales communication with fund performance statistics Giving the client a discount on the front-end load fee
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