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Below are the steps involved in undertaking a client needs evaluation, place them in order from first to last. Drag the items below to place
Below are the steps involved in undertaking a client needs evaluation, place them in order from first to last.
Drag the items below to place them in the correct order
dragindicator
Make a preliminary assessment of whether the proposed credit is 'not unsuitable' for the clients
dragindicator
Make reasonable inquiries about the client's financial situation, requirements, and objectives.
dragindicator
Take reasonable steps to verify the client's financial situation.
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