During an appointment a client voluntarily gives you $($a Bankers Life insurance agent$)$ securities statements. Which of the followingt actions is appropriate? Select all that apply.

The Agent uses the statements to complete the Fact Finder and$/$or Annuity Suitability Questionnaire.

The Agent puts statements in an envelope and personally delivers them to an FP$.$

The Agent calls an FP from the appointment and discusses the statements with the client and the FP$.$

The Agent takes a photo of the statements and brings the photo back to an FP$.$