AgencyIntermediateCalifornia Exam

When may a California real estate licensee act as a principal (buying or selling for themselves) rather than as an agent?

ANever — licensees must always act as agents, per standard fiduciary practice in the industry
BWhen they disclose in writing that they are a licensed agent acting as a principal in the transactionCorrect
COnly with DRE approval for each transaction, under standard California agency practice
DOnly if they are a broker, not a salesperson, as commonly applied in brokerage relationships

Why When they disclose in writing that they are a licensed agent acting as a principal in the transaction Is Correct

Answer B: When they disclose in writing that they are a licensed agent acting as a principal in the transaction

California licensees may buy or sell property for their own account, but must disclose their licensed status to the other party in writing. Failure to disclose is a violation of the Business and Professions Code.

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.

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