Interview of A Prospective New Client Management Assignment Help

Assignment Task
 

Task

• W1: What is the process and procedure for the interview of a prospective new client and the opening of a  new file? 
• Is this different for personal as opposed to business clientele? 
• W2: If you do not comply with legislation, what are the possible consequences for your organisation? 
• W3 How has the privacy identification system changed recently and why?
• W4: 
• Write two closed questions that you might ask a customer. 
• Write two open questions that you might ask a customer. 
• Give two examples of:
• - a double question 
• - a leading question 
• W5 
• With reference to your organisation's processes (or one with which you are familiar): Explain the  process followed to implement agreed transactions with clients. Explain specifically, how:  
• ?Clients formal agreement to transactions and all documentation is received  
• ?Fees and costs (terms of engagement) are explained to clients, and  
• ?Time frames for execution of contracts is explained  
• W6 
• From your organization, or search the web for a sample ‘Standard Agreement’ and attach the first  page only with your submission.
• W7:  
• A Is there an electronic/computer management system that the organisation uses and has this made it  easier for the administration of the business? 
• B How are your terms of engagement confirmed? 
• C What are file notes and what is your policies and procedures for them? 
• W8: Explain the following terms: 
• Agreement 
• formal contracts 
• contract of record 
• unenforceable 
• void 
• enforceable 
• intention to create legal relations 
• offer 
• acceptance 
• objective test 
• offeror 
• offeree 
• invitation to treat 
• counter offer 
• conditional contracts 
• communication of acceptance 
• confilict of interest 
• termination of offer 
• consideration 
• adequacy of consideration 
• capacity 
• injunction 
• specific performance 
• quantum meruit 
• necessaries 
• beneficial services 
• non est factum 
• mistake 
• mutual mistake 
• misrepresentation 
• fraudulent misrepresentation 
• rescission 
• duress 
• undue influence 
• conditions and warranties 
• option 
• implied terms 
• breach of contract 
• repudiation of contract 
• doctrine of frustration 
• causation 
• mitigation of loss 

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