Question: According to the Code and Standards, when advising a new client what actions must be taken before providing advice? -Gather details about the clients circumstances.

According to the Code and Standards, when advising a new client what actions must be taken before providing advice?

-Gather details about the clients circumstances.

-Provide best execution.

-Provide reasonable basis.

-Provide a written report explaining the key risks and characteristics of your recommendations.

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