v X aXcelerate - Learner + X - C A entryeducation.app.axcelerate.com/learner/course/class/13950840/mod/19654/assessment/14117898/run Item List All E FNSSAM421 - Provide information on financial products and services to c lients Ask a Question Exit [ Overview and Instructions m 9 of 10 1. Below are industry codes of practice, legislative. 2. Below are 3 key services relating to the financia. FNSSAM421 Resource 3. List 3 examples of documentation or processes. Following on from the scenarios above, you will need to confirm that your recommendations meet the clients requirements. 4. Explain in the table below why it is important to .. Prepare an email below to each client group confirming your recommendations, discuss what documentation you will need from them (you only have the notes and need ID, statements, payslips etc.) Include details of what 5. Explain how the comparison rate allows clients . other recommendations you have made pertaining to ancillary products and note you have included the regulative and legislative documentation in your email. 6. FNSSAM421 ResourceTo determine client need. Email to Amanda and Michelle 7. FNSSAM421 ResourceTo determine client need. Enter a response here (No limits) 8. FNSSAM421 ResourceTo determine client need. 9. FNSSAM421 ResourceFollowing on from the s.. Email to Nam and Sophie 10. FNSSAM421 ResourceDamon has just sent y.. Enter a response here (No limits) Email to Damon Enter a response here (No limits) 25.C Cloudy ~ 9 6 6 13 ( () ENG 10:40 AM Type here to search 8/01/2024v Microsoft Word - SAM421 Scen x + X - C A * entryeducation.app.axcelerate.com/management/showDoc.cfm?DocID=414247&User=12902791&access=B65CFBD3C88E12FF7F052DB13A166B87 E Microsoft Word - SAM421 Scenarios.docx 1 / 1 100% entry entry Education FNSSAM421 - Client scenarios Amanda and Michelle Nam and Sophie Damon Home in South Nam is a manager Damon is looking to Melbourne is owned (PAYG) at Porta buy his first home. jointly and worth 2.1 holdings and Sophie is He works for million. Home Loan is his partner and a stay Melbourne Pathology with ANZ owing at home Mum. Their as a lab assistant and $200,000 and they home in Ascot Vale is has a HELP deb need $150,000 for non worth $900,000 and coming out of his structural renovations. they owe $650,000. wage The ANZ rate is .75% They are struggling Damon is looking to above most deals with repayments at buy in the Brunswick going at the moment. the moment with rates area for around They have a son Oscar, rising so need your $500,000 and has who is 2 help to find a better $75,000 in savings as Amanda works full solution. he received an time as a dentist and is Nam and Sophie have inheritance from a PAYG, she is 2 children aged 4. family member last considering setting up Sophie plans to go year her own dental back to work when the Damon is looking for a practice in the next 2-3 kids start school next pre approval and is years. Michelle works year already looking in the part time as a area. He would like to receptionist for a local have the option of GP. She is also PAYG fixed and variable They would like you to rates to give him refinance the home flexibility in his oan to a better rate repayments. for the $350,000 total loan Type here to search Afternoon rain ~ 9 ( [ ) ( () ENG 10:39 AM 8/01/2024