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Official Practice ProblemFINRA Series 7 Blueprint: Function 2
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Question #1123Function 2Moderate

FINRA Rule 2165 Financial Exploitation Temporary Hold Duration

When a member firm places a temporary hold on the disbursement of funds from a senior customer's account due to reasonable belief of financial exploitation, what is the initial maximum hold period permitted under FINRA Rule 2165?

Correct Choice: A

FINRA Rule 2165 permits an initial temporary hold of up to 15 BUSINESS DAYS on disbursements of funds or securities. If the firm's internal investigation supports continued suspicion, the hold may be extended by up to 10 additional business days.

Complete Analysis & Legal Rationale

The firm must notify all authorized parties and the Trusted Contact Person within 2 business days of placing the hold.

Distractor Autopsy (Why Other Options Are Traps)

FINRA exam writers design incorrect distractors using specific calculation mistakes and regulatory misconceptions. Review why each option succeeds or fails:

Choice ACorrect
Accurate Rule 2165 Timeframe

15 business days initial hold, extendable by 10 business days.

Choice BIncorrect
Reg T Freeze Confusion

90 days is the Reg T cash account freeze for free riding.

Choice CIncorrect
Notification vs Hold Duration Trap

2 business days is the deadline to NOTIFY parties, not the duration of the hold.

Choice DIncorrect
Injunction Error

Permanent holds require a court injunction.

Regulatory Authority & Citations:
FINRAFINRA Rule 2165Financial Exploitation of Specified Adults
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