Question

13 edgar helps his client joe to apply for a segregated fund investment. joe’s relevant insurance needs by making a suitable recommendation. which of the following documents should edgar prepare to prove insurance sales suitability?
a. a contract confirmation
b. a fund - fact document
c. a reason - why letter
d. vzqu9u1rp1zkn28rtwnznv5nm10jtt09
vzqu9u1rp1zkn28rtwnznv5nm10jtt09

Explanation:

To prove insurance sales suitability (addressing client's relevant insurance needs for the investment), a contract confirmation (option a) is a key document as it formalizes the agreement and details related to the insurance - investment linkage, helping show that the recommendation meets the client's needs. Other options like declaration form (more for stating facts about client), fund - fact document (about investment fund), or reason - why letter (explaining product fit generally) are less direct for proving the insurance - related suitability in this context.

Answer:

a. A contract confirmation