Question 5 I'm a newly promoted Manager and I have a restricted loan that I held prior to joining the firm. What should I do? Select the two responses that apply and then Submit. Use the Preclear function to determine if I can keep this loan Respond to self-clear questions Report the loan Divest of the loan
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Financial connection
Explanation:
- Cash proportions linked to storage accounts extremely as checking/savings summaries, certificates of residue, salary accounts*, post department conservations accounts* & health savings overviews (HSAs)
- Broker-dealer/securities accounts (encompassing Demat accounts*, retirement (IRAs), health conservations summaries, & trust accounts).
- Public & personal insurances comprising stocks/shares, bonds/debentures, common funds (encompassing funds held in Standardized Investment Plan*-SIP), department investment faiths, 401(k) enterprises, hedge budgets, stock options, subpoenas
- Digital possession (comprising cryptocurrencies, strong currencies, & certificates of any kind) & digital wallet hosting employment
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Answer:
report the loan
Respond to self clear questions
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