HELP!!! Quick Q on GIPS please.

It is true that firms must disclose a list and description of all composites to any prospective client ONLY IF REQUESTED right? In otherwords, firms are not required to make the disclosure; however, firms are required to make the disclosure ONLY IF REQUESTED? This is all I can see from the CFA Curriculum and Provision O.A.12 of GIPS. Can you please confirm if this understanding/interpretation is correct?

The firm has to state that the list is available upon request in their marketing material. If something to that affect isnt in there marketing material, then there is a violation. That is my understanding, please correct me if I am wrong.

That’s what I thought too, but I wasn’t sure. I know FOR SURE the firm must disclose that the list is available, but I am NOT SURE if they have to disclose the complete list without clients requesting for it. Do they?