PDCOB 5.6 Disclosure warnings about decision-making solely in reliance on view data and post-view services

A firm must communicate a warning to a customer when that customer is to be provided with view services or post-view services stating that the customer should not make a financial decision based solely on the information displayed on the view services or (where applicable) post-view services.

PDCOB 5.6.1R applies each time the customer is to be provided with view services or post-view services.

Where a firm offers customers the option of collapsing, hiding or dismissing the warning in PDCOB 5.6.1R, it must only do so if the customer has taken positive action to allow that.