Client interview project

This document is Client Meeting Record Template. It is part of the supporting resources for FNSFMB503 Lesson Plan 1-10-18

Australian Training School Pty ltd trading as Southern Academy of Business and Technology

95 Bathurst Street Sydney NSW 2000 | Unit 1, 159 Queen St, Campbelltown | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E Version : 2.0 Last Updated : 07 May 2020 Next Update: 07 May 2021 Page 1 of 2

BlockNess Broker Client Meeting Record This document is to be kept as a record of the initial customer meeting. It serves as a needs analysis and conclusion. Client name/s: _______________________________________________ Loans presented Loan 1: Website link: Rates, fees, and charges Interest rate Loan approval fee Progress payment fee Monthly repayment Loan 2: Website link: Rates, fees, and charges Interest rate Loan approval fee Progress payment fee Monthly repayment List any further loans. Meetings List down dates of meetings held with the client. Documents List all documents that are being referred to.

This document is Client Meeting Record Template. It is part of the supporting resources for FNSFMB503 Lesson Plan 1-10-18

Australian Training School Pty ltd trading as Southern Academy of Business and Technology

95 Bathurst Street Sydney NSW 2000 | Unit 1, 159 Queen St, Campbelltown | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E Version : 2.0 Last Updated : 07 May 2020 Next Update: 07 May 2021 Page 2 of 2

Trade off discussion Summarise the discussion that took place at the meeting. Selected loan List the loan/s agreed upon. Reasons List the reasons for selection Actions Actions that are required for the loan application Issues for further consideration Identify and address any issues, based on professional judgement, that may require further consideration or consultation with other financial services professionals. Include an overview of any complaints or emails that require a follow up.