Questions and Answers
Which of the following actions should you take if there is a question about the customer's current custodial account?
Confirm information provided by the customer
What is the recommended course of action if you need clarification or direction regarding the customer's current custodial account?
Ask the customer for clarification or direction
What should you do if you are unsure about the accuracy of the information provided by the customer regarding their custodial account?
Ask the customer for more information
Which of the following actions should you take if the customer asks for clarification or direction regarding their custodial account?
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What should you do if the customer asks about alternative options to accomplish their stated objective?
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What is the recommended course of action if you are unsure about the accuracy of the information provided by the customer regarding their custodial account?
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Which of the following is the recommended approach when completing forms for customers?
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What should you do if the forms ask to close accounts?
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What is the recommended approach when a customer asks for guidance/advice regarding their custodial account?
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