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What should the representative consider prior to a Mutual Fund transfer ? A) The performance of the existing fund company. B) Representative should consider the
What should the representative consider prior to a Mutual Fund transfer?
A) The performance of the existing fund company.
B) Representative should consider the initial purchase date and amount of sales charge the custo paid.
C) Whether the customer qualifies for breakpoints.
D) The risk tolerance of the customer.
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