Prior to performing any duties in an agency relationship, a licensee MUST provide to the client

The real estate file number is not a mandatory document to be provided to clients prior to performing duties in an agency relationship. This number may be used for administrative purposes within the agency or brokerage but does not inform clients about their rights or the nature of the agency relationship.

While an agency disclosure statement is important in outlining the specifics of the agency relationship, it is often considered part of the information contained in the 'Consumer Guide to Agency Relationships'. Thus, it is not the primary document that must be presented first to the client; rather, the guide serves as an introductory resource.

The broker's address is not a necessary disclosure prior to the start of an agency relationship. While clients may need this information later for correspondence, it does not pertain to the essential understanding of the agency relationship itself and therefore does not fulfill the requirement of providing critical agency information.