HND金融GU1.doc

DOLT 34:financial service: Group Award Unit 1 1 Action plan -----------Introduction As a investment service manager, I am working for Cadogan bank plc. As a investment service manager. My work is help the specical of person in the work to give the service. So where are them special ? At first: They are too busy to have time manage their es or es and soon. The second is my working is to help the person of finance assest, And last is the person can't evaluation capability on risk and revenue. I will do my best for the job. My job is to provider finance service of clients and let them as my core plusory condition on the Customer forkers tactics, And I will tell them what about risk and revenue. And then I can give them more choice about Customer forkers tactics is order to have good perform. Because their have much more idle cash isa important reason. I will help my customers to their saving, borrow and personal insurance needs in the first paragraphs. And will make a plan about resources. Then I will to write strategy for my report in my opinion. In the second. I can give some suggest to my clients. Will have a timescales about allof the report. In the end, I must to expound sources of the information. In the other parts I will to speak developing and evaluation. In the part of developing include key factors in the case, some products about clients needs, and to give some suggestion about them. Then I will introduce some providers. In the relevant products and services, benefit- needs analysis parison among providers in the report. The question of the effect on tax position and justification for selections I will have important to introduce. In the part of the evaluation. I will introduce the criteria, what about changes made during pared to original action plan and effectiveness of process to write. DOLT 34:financial service: Group Award Unit 1 2 -------likely resources to be used For interview As a investment service manager. My working is give my clients (ale