When providing advice or portfolio management services that involve switching investments, either by selling an accepted crypto-assets and buying another, or by exercising a right to make a change in regard to an existing accepted crypto-assets, a licensee must collect the necessary information on the client's existing investments and the recommended new accepted crypto-assets to undertake an analysis of the costs and benefits of the switch, such that the licensee is reasonably able to demonstrate that the benefits of switching are greater than the costs.