(a) The regulatory status of the investment firm licensee;

(b) A statement that the licensee is bound by the CBB's regulation and licensing conditions;

(c) The licensee's name, address, e-mail and telephone number;

(d) A statement of the products and services provided by the licensee, as permitted by the CBB;

(e) The total price to be paid by the client to the investment firm licensee for its services, or, where an exact price cannot be indicated, the basis for the calculation of the price enabling the client to verify it;

(f) Information on any rights the parties may have to terminate the contract early or unilaterally under its terms, including any penalties imposed by the contract in such cases;

(g) Where appropriate, the client's investment objectives;

(h) Where appropriate, the extent to which the investment firm licensee will consider the clients' personal circumstances when considering suitability (as required under Section BC-2.5) and the details of such matters that will be taken into account;

(i) Any conflict of interest disclosure as required by Section BC-2.10;

(j) Any disclosure of soft dollar agreements under Section BC-2.10;

(k) A statement that clearly indicates the following:

(l) The name and job title, address and telephone number of the person in the investment firm licensee to whom any complaint should be addressed (in writing) by the client.