A Mutual Funds Representative Is Delivering a Sales Presentation to a Husband

question 41

True/False

A mutual funds representative is delivering a sales presentation to a husband and wife. He directs his conversation primarily to the husband, while the wife watches the presentation. By focusing the presentation heavily on the husband, we can assume the salesperson perceives this to be a syncratic purchasing decision.

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Definitions:

Deposition

A witness's sworn, out-of-court testimony used for discovery purposes or in preparation for trial.

Investigation Plan

A plan that lists each step involved in obtaining and verifying facts and information relevant to the legal problem being investigated.

Investigation Objectives List

A targeted compilation of goals and questions that direct the course of an inquiry or investigation, aiming to guide research or discovery efforts systematically.

Subsequent Client Interview

A follow-up meeting or discussion between a lawyer and their client after the initial consultation to gather more information or update on case progress.