Nadeem's calls

Name  Date of Call_____________

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Notes from call:
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What could be improved or done incorrectly:
 

Name  Date of Call 13th Dec 2022
Notes from call:

New to trading

no exp

student

saved up 7kAED to invest

goal is to help her family and her brother with house bills

long term target is 25k AED per month

Signed up to FP using her mums card as she doesnt own a bank account but will be using her own money to trade

Not sure if she wants to go for monthly option or upfront. TBC

What could be improved or done incorrectly:
Make the consultation shorter

Name  Date of Call 13th Dec 2022
Notes from call:

New to trading

no exp

student

saved up 7kAED to invest

goal is to help her family and her brother with house bills

long term target is 25k AED per month

Signed up to FP using her mums card as she doesnt own a bank account but will be using her own money to trade

Not sure if she wants to go for monthly option or upfront. TBC

What could be improved or done incorrectly:
Make the consultation shorter

Name  Date of Call 13th Dec 2022
Notes from call:

New to trading

no exp

student

saved up 7kAED to invest

goal is to help her family and her brother with house bills

long term target is 25k AED per month

Signed up to FP using her mums card as she doesnt own a bank account but will be using her own money to trade

Not sure if she wants to go for monthly option or upfront. TBC

What could be improved or done incorrectly:
Make the consultation shorter