Question: submit your client contract report. This report must delail how you went about establishing your client's needs. make sure it includes at least the following

submit your "client contract report."" This report must delail how you went about establishing your client's needs. make sure it includes at least the following information:

-date and time of the appointment -the nature and range of the client's business needs -the reason of the client's banking requests -your suggestions to fulfill the client's needs -the financial requirements of the client *amount *terms *payment period *security available

Step by Step Solution

There are 3 Steps involved in it

1 Expert Approved Answer

Step: 1 Unlock blur-text-image

Question Has Been Solved by an Expert!

Get step-by-step solutions from verified subject matter experts

Step: 2 Unlock

Step: 3 Unlock

Students Have Also Explored These Related Accounting Questions!

Evaluate the internal and external sales environment while you were planning your proposal to the client include the following: what you knew about client and their buying behaviour Briefly describe...

submit your "client contract report."" This report must delailhow you went about establishing your client's needs. make sure itincludes at least the following information:-date and time of the appo 1...

Evaluate the internal and external sales environment while you were planning your proposal to the client include following: the wider economic, legal and regulatory environment Briefly describe the...

Evaluate the internal and external sales environment while you were planning your proposal to the client. Include the following: What you knew about your bank and its ability to meet the needs,...

- Financial backgraund to understand the day to day running of the business Size. The company is a meduim sized enterprise when you look at the tathover of the campany. cWnership: The company is a...

please add the name of person in the question before the answer to avoid confusing thankyou. 1 Sam and Jan's insurer requires advisors to be mutual fund licenced to sell segregated funds. Sam just...

CIS 620/B Project Plan For the Global Collaboration Enterprise Information System 1200 12th Avenue, Suite 1200 Seattle, Washington 98114 U.S.A. November 11, 2015 Draft Version 19.0 November 11, 2015...

1 Sam and Jan's insurer requires advisors to be mutual fund licenced to sell segregated funds. Sam just received his mutual fund licence and Jan has had hers for about a year. They often help each...

Evaluate the internal and external sales environment while you were planning your proposal to the client. Include the followings: a Summary of the competitive environment ( which other banks had...

D O NO T Ta KE IF YOU CANNOT ANSWEAR ALL THE QUESTION AS SUPPOSED OR I WILL RATE UNHELPFUL AND REPORT FOR PLAG Peru Domestic: a bond is issued in the US Global: a bond is issued in the US and foreign...

Often, the effects of personality depend on the situation. Can you think of some job situations in which agreeableness are an important virtue? And in which it is harmful?

uestion 6 y=x2ekx, then y'=l Hence, the value of k = makes 8 1-(4-2-3- + +)y on (0,00) X y = xekx is a solution of the diffrential equation y" = (4--

True / False Low trading volume is common at the beginning of a new trend.

The Frush Corporation has two different bonds currently outstanding. Bond M has a face value of $30,000 and matures in 20 years. The bond makes no payments for the first six years, then pays $1,400...