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Before giving general advice to customers, what document must you provide to them?

a) Terms and Conditions
b) Product Disclosure Statement
c) Financial Services Guide
d) Customer Agreement

User BlueSam
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1 Answer

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Final answer:

The document that must be provided to customers before giving general advice is the Product Disclosure Statement (PDS).

Step-by-step explanation:

The correct document that must be provided to customers before giving general advice is the Product Disclosure Statement (PDS).

The PDS contains important information about a product, including its features, benefits, risks, and fees. It helps customers make informed decisions and understand the terms and conditions of the product.

For example, if a financial advisor is providing advice on investment options, they must first give the customer the PDS of each option, so the customer can review the information and make an informed choice.

User Duduwe
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