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

If a customer requests in writing to be added to a firm's internal Do-Not-Call list, what must the firm do?

  1. ARemove the customer from the list after 3 years
  2. BAdd the customer to the list for 12 months
  3. CNotify the customer if they are called by mistake
  4. DAdd the customer to the list and honor the request indefinitely✓ Correct answer
Explanation

Why DAdd the customer to the list and honor the request indefinitely

A written or oral request for Do-Not-Call status must be honored indefinitely, not for a limited time.

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