Be Wise With Private Banking Services (Part 2)
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Time was running out and in line with the increasing growth of funds, customer confidence has increased, while the execution is often not done directly but funds can only be run on the next few days! Under these conditions the potential faux pas was begun, the form has been signed, while the execution of funds has not been done. The customer of private banking in this case is certainly more risky.
Yeah, customers become more at risk because of an investment instrument is only natural that the prices listed today are not guaranteed to be reached in time. This is the high trust to the RM, with more or less agreement that is : If "certain price" is reached, the execution of new funds will be made, and based on "certain price" is any transaction carried out, the report was both verbally and in writing followed.
Well, for the first transaction, the two-to-five transactions to the customer would still be wary of the accuracy of orders, but for the next transaction has exceeded the level of customer confidence in the level of alertness, by reason of busy, do not really know, really believe in the RM and others. In the case of Melinda Dee above, most likely a leak occurs at that point. And unfortunately this is not realized by customers.
Then, what steps should be done so that the above case the customer does not become a boomerang for the customer? In this case, the customer shall have standard operating procedures (SOPs) in order to avoid losses, lets to know the following tips-tricks:
1. Asked the RM to be sent (via electronic) the development even though the transaction price of the fund has not been done;
2. Perform monitoring price developments, performed independently by monitoring service providers who are not affiliated with the investment bank;
6. Appoint a third party that is able to provide additional input or opinion in an objective other than the bank RM, suppose a financial consultant who is accredited and is independent, not affiliated with any financial institution.
Yeah, customers become more at risk because of an investment instrument is only natural that the prices listed today are not guaranteed to be reached in time. This is the high trust to the RM, with more or less agreement that is : If "certain price" is reached, the execution of new funds will be made, and based on "certain price" is any transaction carried out, the report was both verbally and in writing followed.
Well, for the first transaction, the two-to-five transactions to the customer would still be wary of the accuracy of orders, but for the next transaction has exceeded the level of customer confidence in the level of alertness, by reason of busy, do not really know, really believe in the RM and others. In the case of Melinda Dee above, most likely a leak occurs at that point. And unfortunately this is not realized by customers.
Then, what steps should be done so that the above case the customer does not become a boomerang for the customer? In this case, the customer shall have standard operating procedures (SOPs) in order to avoid losses, lets to know the following tips-tricks:
2. Perform monitoring price developments, performed independently by monitoring service providers who are not affiliated with the investment bank;
3. Monitoring, once again becomes important because monitoring is like you are using the vehicle and saw a vehicle that is running instruments (Analogy with speedometer on the car, on an airplane altimeter, thermometer machine, etc.);
4. Give the maximum time limit of the signed form, eg applies only 5 days, more than that required to meet and signs form again;
5. Avoid contact with the same RM more than 6 months;
6. Appoint a third party that is able to provide additional input or opinion in an objective other than the bank RM, suppose a financial consultant who is accredited and is independent, not affiliated with any financial institution.
Similarly SOPs tips should also be made by the customer, because after the inactivity of the customer to adhere to standard operating procedures that made the RM will also create a more respectful and alert and oriented to the interests of its clients rather than merely selling products. (Private Banking... End)
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