Question: ctivity 1 2 : Identifying needs and presenting options - Bob and Belle Using the Credit Advice, Loan Choices Documents & other documents provided for
ctivity : Identifying needs and presenting options Bob and Belle
Using the Credit Advice, Loan Choices Documents & other documents provided for the Bob and Belle case study create an email in the box below, which means the following point:
has meaningful subject line
includes an appropriate greeting and introduction into the content of the email
confirms the clients needs,
summarises the three options,
provide a recommendation with reasons
includes appropriate closing statement to gain approval to proceed
has confirming next steps
has a warm signoffclose
Please type your email here:
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