What must solicitors provide when making a call?

Prepare for the Fincert Certified Personal Financial Counselor (CPFC) Exam with flashcards and multiple-choice questions. Each question is complemented by hints and explanations. Get exam-ready today!

When solicitors make a call, it is essential for them to provide their name and the name of the entity on whose behalf they are calling. This practice is rooted in transparency and builds trust in the communication process. By stating their name and the name of the organization, it helps the recipient of the call understand who they are speaking with and the context of the call. This is particularly important in cases where the call may be related to sensitive matters, such as financial or legal issues, where the recipient needs to feel secure in their dealings.

While other elements, such as the purpose of the call or personal information, may be relevant or appropriate in certain contexts, they do not hold the same foundational importance as identifying oneself and the calling entity. Without proper identification, it becomes difficult for recipients to assess the legitimacy of the call or to feel comfortable engaging further in the conversation. Being upfront about one’s identity allows for a more professional interaction and helps ensure that the communication adheres to standards of integrity and respect.

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