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International Certificate in Wealth & Investment Management (Level 3)
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Question: A wealth management firm is assessing its compliance with the Financial Conduct Authority (FCA) regulations regarding client suitability. The firm has a client, Mr. Smith, who is 65 years old, retired, and has a moderate risk tolerance. He has expressed interest in investing in a portfolio that includes high-yield bonds and equity funds. According to the FCA's principles of treating customers fairly (TCF), which of the following actions should the firm prioritize to ensure compliance with the regulations?
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