What is the required lead time before a marketing appointment for Scope of Appointment (SOA)?

• A. No lead time is required
• B. At least 24 hours
• C. No less than 48 hours prior
• D. Two weeks prior

Answer: (C)

The essential idea is that you must provide and complete the Scope of Appointment well before any discussion of specific plans so the beneficiary has time to review what will be covered. The minimum lead time required is no less than 48 hours before the marketing appointment. This interval gives the beneficiary a chance to study the topics listed on the SOA and decide whether to proceed, which helps prevent surprise or high-pressure conversations and keeps discussions within the agreed topics. Lead times shorter than 48 hours would not meet the rule, while a longer gap like two weeks goes beyond the minimum and isn’t required.