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You have had the Game Plans signed by each client and the below is where each client / s wants to obtain finance from: Your
You have had the Game Plans signed by each client and the below is where each clients wants to obtain finance from:
Your task is to research each lender based on their requirements. Identify and match products based on their needs and expectations, seek advice from relevant BDMs if needed and organise the product information to prepare a video presentation according to the clients level of understanding. Please note there are different clients here all with different knowledge levels in finance
FNSFMB Scenario sheet
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