Handle Request for Investment Plan
sd Handle Request for Investment Plan
:Session Dialogue
:Customer Relationship
Management
Finalise Investment Plan and Pricing
:Party Lifecycle
Management
:Party Reference Data
Directory
:Customer Products and
Services
:Customer Position
:Product Expert Sales
Support
:Investment Portfolio
Management
:Investment Account
:Current Account
:Investment Portfolio
Planning
:Product Directory
:Suitability Checking
:Regulatory Compliance
:Sales Product
Agreement
:Correspondence
:Guideline Compliance
Handle Request for Investment Plan
Verify Retail Customer
Get Related Customers
Verify Retail Customer
If Joint Account Holders
Determine Customer Position
Provide Investment Expertise
Prepare Investment Plan
Create Investment Plan
Provide Pricing Details
Provide Taxation Expertise
Verify Product Suitability
Verify Regulatory Compliance
Pre-Open Investment Account
Pre-Open Investment Cash Account
Create Sales Product Agreement
Send Investment Plan and Get Customer Signature
Verify Correct Execution of Investment Plan Process
Get Current Products of This Customer