A Sunset Clause in a SOA Represents

question 14

Multiple Choice

A sunset clause in a SOA represents:

• A) the date beyond which the provided recommendations will no longer remain valid.
• B) a period during which further investments can be placed at a reduced transaction fee.
• C) the maximum period after which the financial planner cannot be sued for negligent advice by the client.
• D) an acknowledgement by the financial planner that they have the necessary licence to operate in this capacity.

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Definitions:

One-Person Psychology

A traditional psychoanalytic focus on the internal psychological processes of the individual, without explicit consideration of the interacting partner or environment.

Good Enough Mothering

A concept in psychoanalysis and developmental psychology referring to an adequate level of parenting that meets a child's needs without being perfect.

Transference

A phenomenon in psychotherapy where clients project feelings or attitudes from past relationships onto their therapist.

Primary Caregivers

Individuals who provide the majority of care and nurturing to a child, often parents but can include other adults.