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Question 6

A current customer calls you explaining they are disappointed with a competitor bank because they were not told about all the fees and charges they are paying on an investment product.

The customer is looking for a more suitable product for their investment term at a better rate, like a 6-12 month Term Deposit with the ability to add additional funds each month.

Which would be the preferred solution/s you would present to the customer to meet their needs?

Remember: Use iSource to get the latest product information.