🏦LTB
Series 7: Seeks Business for the Broker-Dealer
Series 7 practice questionmediumCold Calling Rules and Telemarketing — Do-Not-Call List

A client asks your firm to add her to the firm's internal Do-Not-Call list. Which of the following statements is TRUE regarding this request?

  1. AHer number can be called if she is an existing customer.
  2. BHer number must be removed from all telemarketing campaigns for 6 months.
  3. CHer number must be added to the internal Do-Not-Call list and honored indefinitely.✓ Correct answer
  4. DHer number must be added to the national Do-Not-Call list by your firm.
Explanation

Why CHer number must be added to the internal Do-Not-Call list and honored indefinitely.

Firms must honor requests for internal Do-Not-Call status indefinitely, not just for a limited period.

Turn it into reps

Reading one answer is not the same as being ready

Lucky the Banker is a free practice app with 755+ Series 7 questions, weak-area tracking, and timed mock exams. No credit card, no paywall.

Related Seeks Business for the Broker-Dealer questions