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An IAR has a customer with $1 million under management. The customer is experiencing a cash flow shortfall but does not want to liquidate part of the portfolio because it is performing so well. The client calls the IAR and asks for a short-term loan of $25,000. What should the IAR do

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ogorwyne

What the IAR has to do would be to The IAR should refuse the client's request.

Who is an IAR?

This is a person that works in an investment office an issues investment advise to clients for a certain fee.

The IAR has to refuse the request based on the situation s following the request that the client is making.

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