9 Questions
What must be disclosed at the time any service provider is recommended?
Financial interest
What action is not required regarding recommended services?
Purchasing the services
Who must accept and date the disclosure of financial interest?
Consumer
When should the disclosed form be used?
When the Licensee or an affiliated licensee has a financial interest in a service recommended to a consumer.
What is the purpose of the disclosed form mentioned in the text?
To inform the consumer about the Licensee's financial interest in recommended services.
Under what circumstances should the form be used?
Only when financial gain is involved for the Licensee or an affiliate.
What does it mean if a consumer purchases a service in which the Licensee has a financial interest?
The Licensee will receive payment or financial gain from the purchase.
What triggers the need for using the disclosed form?
The Licensee or an affiliated licensee having a financial interest in a recommended service.
In your own words, please give a brief explanation of this document as you would present it to client. (Role Play)
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