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4.1 DESCRIBE your bank's systems/operating procedures for calling on clients, servicing the clients and reporting on sales activities; 7356 504 (AC7) 4.2 DESCRIBE how the sales function interacts with the rest of the bank to ensure that all clients receive a consistent service; 7356 504 (ACB) 4.3 EXPLAIN how the bank manages the sales team and territory to make sure duplication of effort does not happen. 7356 s05 (AC1) 4.4 DESCRIBE the relationship that banks have with third party distributors of its services or products (e.g. couriers who deliver credit cards) - how is this managed to make sure all stakeholders needs are met. 7356 s05 (AC2) 4.5 DISCUSS the impact that third party distributors could have on your achievement of your sales objectives. 7356 505 (AC3, AC4) -0.1 A summary of the competitive environment (which other banks had similar products/services and how you considered these); 10.2 The wider economic, legal and regulatory environment; 10.3 What you knew about the client and their buying behaviour; 10.4 What you knew about your bank and its ability to meet the needs expectations and preferences of the client