HND金融大综合1.1-1.6.docVIP

1.1 I am an Investment Services of the Cadogan Bank plc. My clients are Alexander，Janet and Flynn. Alexander , who is 48 years old, is the Company Director and Chief Executive of a software company, Because his company has been extremely successful. Janet is aged 44 and works as Alexander’s personal assistant. The couple has three children, and two of them need charge ￡3,000 per child per annum in school fees. The third client named is Flynn. He has recently decided to build an extension to their house home cost a large proportion of his save. So my work is help them to draw up the best suitable products to try our best solve the problems they faced. 1.2 We maybe will use research of methods are primary research and secondary research. The definition of secondary research involves the summary, collation and/or synthesis of existing research rather than primary research ,where data is collected from. ★ advantage: save time, easy and quick to use, cost effective, has already been analyzed, wide coverage of subjects ★ disadvantage: out of date information, maybe irrelevant to your needs, huge screening work, not specific to organization and anyone can use The definition of secondary research involves the collection of data that does that not already exist. advantage: accurate outcome, higher credibility, match organizational needs at the best disadvantage: expensive, time consuming, more complicated The methods of secondary research： ☆ search on the internet books research subjects or experiments The methods of primary research questionnaires telephone interviews amongst others 1.3 We can divide the strategy into six steps. ◆ study the needs of clients ◆ find the suitable products ◆ compare the chosen products ◆ ensure the suitable products ◆ persuade the client to choose the products ◆ make a evaluation 1.4 The time of cost about the six steps in macrograph ◆ study the needs of clients two day