Client care

Question 1

what is your employer’s client care policy?

Answer 1

1. always act professionally
2. keeping the client’s business confidential
3. being transparent about our fees
4. deal with any questions promptly

Question 2

what is the plan that you would normally do when setting up a new fund valuation?

Answer 2

1. I will create a tracker in an excel, which shows all assets including their details such as countries, property type and etc. and then discuss it with the client to set up a timeline for the valuation and ensured that I am able to deliver the reports in a timely manner and confirm everything with the client regarding the valuation process.
2. i maintain communication with the client as well to discuss about the valuation.

Question 3

client care

Answer 3

= client objectives/ client needs