Agency

The Wisconsin 'Disclosure to Customers' form is used when a licensee works with a party as a:

AClient in an agency relationship
BCustomer (non-client) with limited duties✓ Correct
CDesignated agent
DTransaction coordinator

Explanation

When a Wisconsin licensee works with a party as a customer (not a client), the licensee provides limited services and must use the Disclosure to Customers form to clarify the non-agency relationship.

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