What must advisers do regarding quarterly communications for clients as part of Safe Harbor provisions?

The correct choice highlights the obligation for advisers to maintain an ongoing dialogue with their clients. Under the Safe Harbor provisions, it is essential for advisers to encourage clients to actively communicate and report any changes in their circumstances that could affect their investment strategies or financial goals. This proactive approach helps maintain the quality and suitability of the advice being provided.

By requesting contact from clients when changes occur, advisers can adjust the investment plans in accordance with the clients' evolving needs and preferences. It underscores the importance of a responsive and adaptive advisory relationship, ensuring that clients feel comfortable reaching out about significant life changes such as marital status, employment shifts, or changes in financial condition, which could directly impact their investment strategies.

The other options, while relevant to client communication and financial advisement practices, do not align specifically with the emphasis on ongoing contact and engagement as highlighted by the Safe Harbor provisions. Options such as notifying about fees, providing annual performance summaries, or limiting reviews of investment goals to an annual basis do not foster a continuous relationship and may miss the opportunity for timely adjustments that are critical in financial advising.