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24 julia is an experienced life insurance agent who has several clients. she is meeting a few new clients today and assigns robert, as a mandatary, to verify the identity of a client on her behalf. which of the following is true about using a mandatary for identity verification?
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a. robert should maintain confidentiality and not record any information gathered from the client.
b. julia will require robert to use the reliance method when acting as a mandatary.
c. robert will be solely responsible for identity verification under pcmltfa and its regulations.
d. julia should have a written agreement previously reached with robert to this effect.
b3h3adgrcdncu1vemgkrcctkalpfdz09
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Explanation:

To solve this, we analyze each option:

• Option a: A mandatary (Robert) may need to record info for identity verification, so this is incorrect.
• Option b: The "reliance method" isn't a requirement for a mandatary's role in this context, so this is wrong.
• Option c: The principal (Julia) remains responsible under PCMLTFA, not the mandatary solely, so this is incorrect.
• Option d: For a mandatary to act, a written agreement between Julia and Robert is required, making this correct.

Answer:

d. Julia should have a written agreement previously reached with Robert to this effect.