B) Request the scheduling of preliminary discussions with management and request a walk-through of key processes

A) Request data regarding financials, schedule planning meeting and perform sample testing

C) Request organizational charts, assess data for sample testing and provide an initial report

D) Request management overview of the organization conduct analytical review of processes and issue findings Comprehensive Detailed Step-by-Step Explanation: Activities in the Planning Phase: The planning phase involves understanding the scope, objectives, and framework for the audit. Preliminary discussions with management set the stage for identifying critical processes and potential risk areas. Key Actions: Scheduling preliminary discussions ensures alignment on audit goals. A walk-through of key processes provides insight into workflows and control mechanisms. Alignment with CAMS-Audit Principles: Effective planning as described in CAMS-Audit guidelines prioritizes communication and process understanding during initial audit phases.