Securities Investment Trust and Consulting Act Article 60
Before signing a discretionary investment contract with a customer, a securities investment trust enterprise or securities investment consulting enterprise shall carry out the following matters:1.It shall assign dedicated personnel to explain in detail to the customer matters related to the discretionary investment services and provide the customer with a discretionary investment services prospectus.2.It shall allow the customer a period of at least seven days to review the entire content of the terms and conditions, fully acquaint themself with the customer's financial ability, investment experience, objectives, and requirements, and compile a reference file on the customer including a data sheet and other relevant documentation.The discretionary investment services prospectus shall be made an attachment to the discretionary investment contract; the Competent Authority shall prescribe the particulars required to be included in the prospectus.
中文原文 證券投資信託及顧問法第60條
證券投資信託事業或證券投資顧問事業與客戶簽訂全權委託投資契約前，應辦理下列事項：
一、應將全權委託投資之相關事項指派專人向客戶做詳細說明，並交付全權委託投資說明書。
二、應有七日以上之期間，供客戶審閱全部條款內容，並先對客戶之資力、投資經驗及其目的需求充分瞭解，製作客戶資料表連同相關證明文件留存備查。
全權委託投資說明書應作為全權委託投資契約之附件；其應記載事項，由主管機關定之。
一、應將全權委託投資之相關事項指派專人向客戶做詳細說明，並交付全權委託投資說明書。
二、應有七日以上之期間，供客戶審閱全部條款內容，並先對客戶之資力、投資經驗及其目的需求充分瞭解，製作客戶資料表連同相關證明文件留存備查。
全權委託投資說明書應作為全權委託投資契約之附件；其應記載事項，由主管機關定之。