Series 52: Established Business Relationship

Taken from our MSRB Municipal Securities Representative Qualification Examination

Definition of the term Established Business Relationship...

a business relationship in which a member firm has made a transaction or had account activity with a customer within the last 18 months, or in which the customer has called the firm to ask about a product or service within the last 3 months.

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Solomon Exam Prep Study Materials for the Series 52
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