大综合ACTIONPLAN.docVIP

Action plan 1.1. Introduction I am assigned to the Cadogan Bank plc.as an Ivestment Services Manager. I am now asked to the consider the prividing solutions to Alexander Flynn who has referred from the Bank’s Western Branch. The couple have 3 children in different ages, I will considerAbout their saving for the education and raising for children, they also have an outstanding mortgage on the property, and Alexander want secured against his previous family home. so he need an alternative methods of borrowing on their property.and protecting for Alexander and Janet also is necessary. I would be concern about the suitable saving products the privide. This report would be divided into 3 steps: planning, developing, evaluation. 1.2. Likely resources to be used All most the informations on this report were lookuped from the Internet, The fact that the Internet is operational at all times makes it the most efficient business machine to date. In the report preparing stage, I can fiand financial products and institution rundly. Utilizing the Internet to obtain the Detailed information of the bank and insurance institution. The bank of Internet is usually accessible 24 hours per day. So I can use it to speed up communication and decision-making (for choose Financial products) at any time. Traditional methods of performing surveys are often relatively slow and expensive compared to online surveys conducted on the Internet which is combined with the situation of Alexander’ family. in order to fill out various needs of customers or what they would like to see in a future product. its often necessary to compile a list of address and make a announcements, Because there is virtually no time lag from the time it takes to publish information to making the information available to users. In order to present the complete material, I have a group disscusion, every groupmember have various kinds of way to collect the information with different medium, so we can disscus with team mates to