Home
Dictionary
Know Your Customer
Home
Investing Guides
Day Trading
Mutual Funds
Bonds
Options
Futures
Forex
Retirement
Stock Trading Sites
Dictionary
FAQ
Research
Learn Center
Tools & Calculators
Know Your Customer
A guideline stated or implied by various securities regulatory bodies which requires that brokers determine the suitability of investments for customers before making recommendations. also called
Rule 405
or
Suitability Rules
.
Related Terms: 9
Broker
,
Call
,
Customer
,
ECU
,
Rule 405
,
SEC
,
Suitability Rules
,
Term
,
UIT
Other Related Pages:
Category: Brokerages
Starting With: K
Additional Related Terms:
10-Q
,
10-K
,
30-day wash rule
,
Allowance for depreciation
,
Accrual of discount
,
Amortization of premium
,
At par
,
All or any part
,
At best
,
At call