Personal Visits and Telephone Contact

When making a personal visit or telephone contact in accordance with the Consumer Protection
Code, you must immediately and in the following order:

(a) identify yourself by name and the name of the regulated entity on whose behalf he or she is being
contacted and the commercial purpose of the contact;
(b) inform the consumer that the telephone contact is being recorded, if this is the case;
© where relevant, disclose to the consumer the source of the business lead or referral supporting
the telephone contact; and
(d) establish if the consumer wishes the personal visit or telephone contact to proceed and, if not,
end the contact immediately.

You must abide by a request from a consumer not to make a personal visit or telephone contact to
him or her again for sales and marketing purposes and this request must be recorded by the
regulated entity.