- before appointment, make sure client knows their netbank login and that their bank has a share trading platform facility.
- confirm with Teresa the advice/instruction given
- go through this https://teresatranassociates.freshdesk.com/en/support/solutions/folders/36000215316
- when buying ETFs, open the portfolio info for them to see what the ETF contains.
- When setting up account, make sure details are correct - legal name, address, etc.
- download buy contracts
- save user ID
- download mobile app
- check if they need to pay our service invoice
- make sure customer updates TFN with each purchase
- get customer review on google and facebook
Buy shares / ETFs procedure - TT office Print
Created by: Christopher Le
Modified on: Wed, 2 Sep, 2020 at 4:52 PM
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