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Fill in the blanks game
Jennie Gooding
Created on December 5, 2023
Shawbrook
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Transcript
Fill in the blanks
Dissatisfaction
FCA Definition of a Complaint is Any oral or written expression of ______________ whether justified or not.
Financial Loss
The three elements of distress to consider when handling a complaint are Material distress, Material inconvenience and ________________ .
FILL IN THE BLANKS GAME
Discontent
Financial Distress
Material Loss
Dissatisfaction
Unhappiness
Financial Loss
Funding
A joint account can only be made upon inception and before ____________, with authority from both parties unless they already hold a joint account with us
0.10%.
When an bond/ISA account matures it gets moved to a matured funds account at ___________ For ISA's this is normal process if transferring out while the transfer processes.
FILL IN THE BLANKS GAME
Maturity
0.05%
0.25%
Funding
Completing
0.10%
7 Working Days
What happens when a new issue of a bond comes out? Previous bond is withdrawn from the date the new issue is brought out and is then given ________________ grace to fund the older issue before it becomes closed until maturity from further funding.
Vulnerable Customer
‘The FCA defines a ____________________ is someone who, due to their personal circumstances, is especially susceptible to harm, particularly when a firm is not acting with appropriate levels of care.’
FILL IN THE BLANKS GAME
3 Working Days
Unprotected Customer
Dissatisfied Customer
7 Working Days
5 Working Days
Vulnerable Customer
Ask
What does the A in TEXAS stand for? Thank Explain Explicit consent ___________ Signpost
Tuesday
If a customer account matures on a Friday this would be paid out on the Monday which means the customer will recieve their money by Close of Business on ___________ at the very latest.
FILL IN THE BLANKS GAME
Age
Wednesday
Monday
Ask
Allow
Tuesday
FOS
If a customer is not happy with their outcome from a complaint they can contact the _______
Capability
The four key drivers of vulnerbility is: Health Life Events Resilience ___________
FILL IN THE BLANKS GAME
FSCS
Finances
Disability
FOS
FCA
Capability