AgencyIntermediateArizona Exam

An agent's duty to 'account' for funds and property means the agent must:

AProvide a monthly financial statement to the client
BKeep accurate records of and promptly deliver all money and property received on behalf of the clientCorrect
CFile a tax return on the client's behalf for any income earned
DKeep all client funds in a personal savings account

Why Keep accurate records of and promptly deliver all money and property received on behalf of the client Is Correct

Answer B: Keep accurate records of and promptly deliver all money and property received on behalf of the client

The duty to account requires an agent to promptly and accurately account for all money, documents, or other property received on behalf of the client, and to not commingle such property with the agent's own.

Exam Tip: Agency

Agency questions are among the most tested on the exam. Focus on the difference between client and customer, and memorize the fiduciary duties (OLD CAR). Watch for questions that try to blur the line between a general agent and a special agent.

Key Agency Terms in This Question

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