Conclude there is no foreign exchange risk for Carter Calls as they only receive payments in AUD.
By concluding there is no foreign exchange risk for Carter Calls and advising they have nothing to be concerned about, you may be missing an opportunity to help Carter Calls to manage their business more effectively.
Immediately assume there is a foreign exchange risk and refer to Global Markets before asking Alistair any more questions.
By assuming there is a foreign exchange risk and immediately referring to Global Markets, you are limiting your opportunity to gain a better understanding of the client’s needs.
Developing close customer relationships is at the heart of everything we do, and we want to ensure we are referring clients to Global Markets based on their foreign exchange needs.
Meet with Alistair to get more information about the business expansion and determine if Carter Calls may be exposed to any other currencies in running operations.
Meeting with Alistair to find out more about the business expansion and asking if Carter Calls is exposed to any other currencies in running operations is the best way to go.
Other useful questions include:
