Assertion: fund's investment | /r/HasProperty | ivtax status
Facets:
Source sentences:
text: The new suitability rule expressly identifies the following information to be used in determining suitability: (i) customer's age, (ii) other investments, (iii) financial situation and needs, (iv) tax status, (v) investment objectives, (vi) investment experience, (vii) investment time horizon, (viii) liquidity needs, (ix) risk tolerance, and (x) any other information the customer may disclose.