Text alternative - activity

Item 1

Before offering advice or issuing a savings and investment product that meets Minh's requirements

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Feedback 1

Correct. Where possible, you must provide Minh with product disclosure documentation, including interest rate particulars, before making an offer to issue a particular product or service. If this is not possible, ensure that they are given to Minh as soon as practicable after the provision of the product.

Item 2

Immediately after issuing a savings and investment product that meets Minh's requirements

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Feedback 2

Incorrect. Where possible, you must provide Minh with product disclosure documentation, including interest rate particulars, before making an offer to issue a particular product or service. If this is not possible, ensure that they are given to Minh as soon as practicable after the provision of the product.

Item 3

Within 10 days of issuing a savings and investment product that meets Minh's requirements

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Feedback 3

Incorrect. Where possible, you must provide Minh with product disclosure documentation, including interest rate particulars, before making an offer to issue a particular product or service. If this is not possible, ensure that they are given to Minh as soon as practicable after the provision of the product.