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:

Normal Saline

A sterile solution of sodium chloride (salt) in water, commonly used for medical treatments, including wound cleaning and intravenous therapy.

Kardex

The trade name for a charting method that makes use of a series of cards to concisely organize and record client data and instructions for daily nursing care, especially care that changes frequently and must be kept up to date.

Up-To-Date Information

The most recent and relevant data or facts available on a particular subject, ensuring accuracy and currency.

Admission Sheet

A document used in healthcare settings that records vital information about a patient upon their admission to a facility.