 |
You Are On
Wealth Mgmt |
|
|
|
|
|
|
|
|
|
|
|
Client Engagement
|
|
We have developed a unique “Product Evaluation Tool” – PET as part of our client
process
|
|
|
|
|
|
Engagement
|
|
This would be a first brief meeting (15-30 minutes) to introduce our services and
understanding your requirements.
|
|
Client profile
|
|
In the - so called – Client Engagement Sheet we capture your needs and preferences
which forms the basis to operate our Product Evaluation Tool ( PET ).
|
|
Solution presentation
|
|
In the second meeting we will present the solution and additional information if
required.
|
|
Closure
|
|
This step captures the completion of the application, other documentation as required
and the payment.
|
|
Product presentation
|
|
Here we provide you with the product documentation and clarify any outstanding issues.
|
|
Client services
|
|
This captures the ongoing service we provide including regular updates, changes,
claims handling and renewals if any.
|
|
|
|
|
|
|
|
|
|
Click here
for comprehensive
solutions to all your
financial needs... |
|
|