Discuss his special financial needs

Reference no: EM133662558

Question: Discuss his special financial needs

Discuss risk issues of selected type of loan and client tolerance

Review the selected credit options with the client

Communicate the IDR and EDR complaints resolution procedures

During the course of the conversation, Allan is to ask the following question: 'Could I cross-collateralise my owner-occupied home with the investment property to be bought?'

Reference no: EM133662558

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