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You Are Head of an Assessment Team That Needs Some

question 85

Multiple Choice

You are head of an assessment team that needs some testing to determine the level and type of cognitive impairment being experienced by your client. You call on the services of which type of team member for this assessment?


Definitions:

Capital Gain Distributions

Payments to shareholders or fund investors from the sale of securities within the portfolio that have appreciated in value.

Income Distributions

Payments made from a fund or an entity to its shareholders, often derived from interest or dividend income.

NAV

Net Asset Value, the total value of a fund's assets minus its liabilities, often used to price each share of a mutual fund or ETF.

Capital Gain Distributions

Payments made to mutual fund shareholders from the fund's sale of securities that result in a capital gain.

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