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A report is created that displays all of the high net worth clients.

A report is created that displays all of the high net worth clients. The report calculates the net worth of a client by totaling the balances from all of their accounts with the firm including unrealized gains and losses. If the net worth of the client exceeds $5 million the client is included on the report. The report retrieves the name, address and phone number from the master account file and generates a list. How would this be counted?

A.

1 EI

B.

1 EO

C.

1 EQ

D.

Not counted

IFPUG I40-420 Summary

  • Vendor: IFPUG
  • Product: I40-420
  • Update on: Oct 15, 2025
  • Questions: 249
Price: $52.5  $149.99
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