Suitability & Know Your Customer (KYC)

Investment advisers have a duty to understand their clients and make recommendations appropriate for each client's unique situation. This obligation goes beyond merely avoiding unsuitable recommendations—it requires acting in the client's best interest.

Know Your Customer (KYC) Requirements

Information Gathering Framework

Investment advisers should collect comprehensive information in three categories:

Financial Information

CategorySpecific Data Points
IncomeCurrent salary, bonus, other income sources, stability
Net WorthAssets, liabilities, liquid vs. illiquid
Tax StatusFederal/state brackets, tax-advantaged account capacity
Cash FlowMonthly surplus, large upcoming expenses
Existing InvestmentsCurrent holdings, cost basis, concentration
DebtMortgages, loans, credit cards, student loans

Personal Information

CategorySpecific Data Points
DemographicsAge, marital status, dependents
EmploymentStatus, stability, benefits, retirement plans
HealthGeneral health, insurance coverage, special needs
EducationInvestment knowledge, financial sophistication
Life EventsUpcoming retirement, marriage, children, inheritance

Investment Profile

CategorySpecific Data Points
ObjectivesGrowth, income, preservation, speculation
Time HorizonWhen will funds be needed?
Risk TolerancePsychological comfort with volatility
Liquidity NeedsEmergency fund, planned purchases
Special ConstraintsEthical restrictions, concentrated positions

Investment Objectives

Primary Objectives Spectrum

From most conservative to most aggressive:

ObjectiveGoalTypical InvestorRisk Level
PreservationProtect principalRetirees, short horizonLowest
IncomeGenerate cash flowRetirees, income-dependentLow-Moderate
Growth & IncomeBalanced appreciation + cash flowMid-career professionalsModerate
GrowthCapital appreciationLong time horizon investorsModerate-High
SpeculationMaximum returnsHigh risk tolerance, money can afford to loseHighest

Balancing Competing Objectives

Most clients have multiple objectives that create trade-offs:

Trade-OffConservative ChoiceAggressive Choice
Safety vs. ReturnCDs, TreasuriesEquities, alternatives
Income vs. GrowthDividend stocks, bondsGrowth stocks
Liquidity vs. YieldMoney marketsCDs, bonds held to maturity

Suitability vs. Fiduciary Standard

Understanding the distinction between these standards is critical for the Series 65.

Suitability Standard (Broker-Dealers)

The traditional FINRA Rule 2111 suitability standard has three components:

1. Reasonable-Basis Suitability

  • The investment must be suitable for at least SOME investors
  • Adviser must understand the product being recommended

2. Customer-Specific Suitability

  • The investment must be suitable for THIS particular client
  • Based on client's profile and circumstances

3. Quantitative Suitability

  • The quantity of transactions must be suitable
  • Prohibits excessive trading (churning)

Fiduciary Standard (Investment Advisers)

Investment advisers are held to a HIGHER standard—fiduciary duty:

ComponentRequirement
Duty of CareProvide advice in client's best interest; seek best execution; provide advice and monitoring
Duty of LoyaltyPut client's interests ahead of your own; eliminate or fully disclose conflicts
Full DisclosureDisclose all material facts and conflicts of interest
Best InterestRecommend what's BEST for client, not just what's suitable

Key Differences

AspectSuitability StandardFiduciary Standard
TimingAt time of recommendationOngoing relationship
LevelMust be suitableMust be in best interest
ConflictsMust be disclosedMust be eliminated or disclosed
Whose InterestMust be fairMust put client FIRST
Applies ToBroker-dealersInvestment advisers

Regulation Best Interest (Reg BI)

In 2020, the SEC implemented Regulation Best Interest, enhancing broker-dealer obligations.

Reg BI Four Obligations:

  1. Disclosure: Provide Form CRS; disclose material facts
  2. Care: Exercise reasonable diligence, care, and skill
  3. Conflict of Interest: Establish policies to identify and mitigate conflicts
  4. Compliance: Establish policies reasonably designed to achieve compliance

Note: Reg BI is HIGHER than old suitability but still NOT a full fiduciary standard.

Red Flags and Warning Signs

Suitability Red Flags

  • Aggressive investments for conservative clients
  • Illiquid investments for clients needing liquidity
  • Complex products for unsophisticated investors
  • High-cost products when lower-cost alternatives exist
  • Concentrated positions without justification
  • Excessive trading (churning)
  • Recommendations inconsistent with stated objectives

Documentation Best Practices

  • Use standardized intake questionnaires
  • Document client responses in writing
  • Update profiles at least annually
  • Note any changes in circumstances
  • Record rationale for recommendations
  • Keep records of client communications

On the Exam

Series 65 frequently tests:

  • The difference between suitability and fiduciary standards
  • That fiduciary duty is ongoing, not just at time of recommendation
  • KYC information categories (financial, personal, investment profile)
  • Matching investment objectives to client characteristics
  • Red flags indicating unsuitable recommendations

Key Takeaways

  1. KYC requires gathering financial, personal, AND investment profile information
  2. Fiduciary standard requires acting in client's BEST interest, not just suitable
  3. Fiduciary duty is ONGOING; suitability applies at time of recommendation
  4. Investment advisers must put client interests AHEAD of their own
  5. Always document client information and recommendation rationale
  6. Red flags include mismatched risk levels, illiquidity for those needing liquidity, and excessive costs
Test Your Knowledge

The fiduciary standard differs from the suitability standard primarily because fiduciary duty:

A
B
C
D
Test Your Knowledge

Which of the following represents a suitability RED FLAG that an investment adviser should address?

A
B
C
D
Test Your Knowledge

An investment adviser's duty of loyalty requires the adviser to:

A
B
C
D