33. A trainee must, upon first meeting a client, give the client a document, such as a business card, which must indicate the following
(1) his full name;
(2) his business address, business telephone number and electronic mail address, if any;
(3) the sectors or sector classes in which he is authorized to act;
(4) the name of the firm, independent partnership or independent representative on whose behalf he acts;
(5) his title as trainee.
If the trainee deals with the client other than in person, he must provide him with the information referred to in subparagraphs 1, 4 and 5 of the first paragraph and, in such case, send him, at his request, the document referred to in the first paragraph when initially sending other documents.
M.O. 2010-04, s. 33; M.O. 2013-02, s. 14.