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← Explain the nature of financial advice and the resulting obligations towards clients
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According to Article D. 321-1, 5 of the Code monétaire et financier, what defines investment advice?

According to Article D. 321-1, 5 of the Code monétaire et financier, what defines investment advice?

Providing general information about financial markets
Discretionary management of investment portfolios
Providing personalized recommendations on transactions involving financial instruments
Executing buy or sell orders on behalf of a client