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Task la Identify the chents' complex broking needs Prepare a list of questions that you would need to ask Ray and Steve about their history,
Task la Identify the chents' complex broking needs Prepare a list of questions that you would need to ask Ray and Steve about their history, experience, business performance and the intended equipment purchase. In preparing your list of questions you should ensure that you cover the following: o the complex features in importing and purchasing this equipment and benets that will come to the Company from such purchase I the identication of potential risks in such a transaction and Ray's and Steve's tolerance of risk 0 the financial aspects of the transaction and current financial position of the business
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