12. Which of the following are some of the procedures to be adhered to for Customer Visits? RM to ensure air tickets are purchased in advanced to get discounted fares.
RM to ensure all customer information (account statements, portfolio status, market outlook etc) is sent in advance prior to travel.
RM to get customer to complete documentation when RM is in Customer Country.
After the trip, RM to complete Travel Report and update ACS.
Option 2 and 4 should be adhered to