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Clic Prime – Présentation de l’Offre et Formation Closing Lead
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Groupe Financier Signature a écrit un nouvel article il y a 1 mois et 1 semaine
07. Know your product (KYP)
This video describes product benchmarking, which is the final step in ensuring that a file is compliant before it is sent to the administrative […]
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Groupe Financier Signature a écrit un nouvel article il y a 1 mois et 1 semaine
07. Analyse de produit (CVP)
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Groupe Financier Signature a écrit un nouvel article il y a 1 mois et 1 semaine
06. Investor Profile (C0)
This video describes the determination of the investor’s profile and the formulation of the portfolio recommendation, a step that immediately follows […]
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Groupe Financier Signature a écrit un nouvel article il y a 1 mois et 1 semaine
06. Profil d'investisseur (C0)
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Groupe Financier Signature a écrit un nouvel article il y a 1 mois et 1 semaine
05. Client file opening form (NAAF, N1)
This video describes how to open an account held in the client’s name through Sentinel’s VieFund app and the NAAF (Account Opening Sheet) form. The […]
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Groupe Financier Signature a écrit un nouvel article il y a 1 mois et 1 semaine
05. Fiche d'ouverture de dossier client (NAAF, N1)
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Groupe Financier Signature a écrit un nouvel article il y a 1 mois et 1 semaine
08. Risk evaluation
This video explains how to use the risk assessment tool in VieFund to simulate the impact of a change of funds on a client’s profile. Here are the […]
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