Investment Company and Variable Contracts Products Principals (Series 26) Practice Exam 2026 – All-in-One Guide to Master Your Exam!

When sales literature for an investment company includes performance data, it is essential to provide a website or phone number where potential investors can obtain current performance data. This requirement is in place to ensure transparency and allows investors to verify and access the most up-to-date information regarding the fund's performance. This practice withstands the test of time by promoting informed decision-making and responsible investing.

Providing a reference to the fund manager, a risk assessment of the fund, or a comparison with industry benchmarks, while valuable information, does not meet the specific regulatory requirement focused on accessibility to current performance information. Therefore, having a readily available means for potential investors to access updated performance details is crucial and is considered a best practice in the investment industry.