Which of the following is a key function of a Dealer Representative?

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The key function of a Dealer Representative is to provide investment advice and execute trades. This role involves guiding clients in understanding their investment options and making informed decisions based on their financial needs and goals. Dealer Representatives have the responsibility to analyze various financial products, recommend suitable investments, and facilitate the actual buying and selling of those investments on behalf of clients.

Providing investment advice requires an understanding of the market, the products available, and the client's financial situation, which is why this function is central to their role. Execution of trades is also critical, as it ensures that clients can take action on their investment decisions promptly, reflecting the dynamic nature of financial markets.

Other choices focus on functions that either overreach the scope of a Dealer Representative's duties or are too narrow to encompass the full responsibilities associated with the position. For example, fixing investment returns is not feasible as returns are dependent on market conditions, and managing an entire corporate treasury extends beyond the typical responsibilities of a Dealer Representative. Meanwhile, conducting market analysis is an important aspect of the role, but it does not encompass the full scope, which includes client interaction and trade execution.

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