Series 14: Exercise

Taken from our Series 14 Online Guide

Exercise

Answer true or false.

1.An advertisement about an investment company that is made before the investment company’s registration becomes effective must be accompanied or preceded by a preliminary prospectus.

2.An advertisement about investment companies that is limited to general statements about investment companies and their services would be considered a generic advertisement.

3.An omitting prospectus is never allowed to leave out information that appears in a statutory prospectus.

4.Supplemental sales literature related to an investment company may be used before the effective date of a registration statement.

5.A summary prospectus can never be used to meet the delivery requirements of a statutory prospectus.

Answers

1. False. This type of ad must be accompanied or preceded by a statutory prospectus. A

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