Personal Financial Planner Services à
customer questions:
Read the customers questions below and decide
a) which service/services you can offer and
b) which products you would advise!
The answers should be in whole sentences!
1) Mrs Doubtfire wants to save for her granddaughter Laura.
2) Mrs Lucy Liu earned a lot of money and now she wants to invest it.
3) Mr Pitt wants to build a new house for his family.
4) Unfortunately the husband of Angela Brown died and now she is in trouble, because she has to repay 3 loans.
5) Mr Morley has 3 jobs and is not quite sure if his tax declaration is correct.
6) Paul and Mary McKeown just married and want to rent a new flat.
7) Gloria Swanson is 30 years old and an actress, who does not always have a job. How can you help her planning her future?
Personal Financial Planner Services à
customer questions:
Read the customers questions below and decide
a) which service/services you can offer and
b) which products you would advise!
The answers should be in whole sentences!
1) Mrs Doubtfire wants to save for her granddaughter Laura.
2) Mrs Lucy Liu earned a lot of money and now she wants to invest it.
3) Mr Pitt wants to build a new house for his family.
4) Unfortunately the husband of Angela Brown died and now she is in trouble, because she has to repay 3 loans.
5) Mr Morley has 3 jobs and is not quite sure if his tax declaration is correct.
6) Paul and Mary McKeown just married and want to rent a new flat.
7) Gloria Swanson is 30 years old and an actress, who does not always have a job. How can you help her planning her future?
BS für B.I.S.; K. Mayr
11/07