Related provisions for COBS 19.4.10
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(1) 4A firm must give a retail client an open market options statement:(a) if the client asks a firm for a retirement quotation more than four months before the client’s intended retirement date; (b) if a firm does not receive such a request for a retirement quotation, between four and six months before the client’s intended retirement date; or(c) if a retail client with open market options tells a firm that he or she is considering, or has decided:(i) to discontinue an income