李同学2022-05-06 15:22:31
老师,关于 AMC Asset Manager Code of Professional Conduct中:关于 Communication timing 对应文中的话翻译应该是“无论何时收到客户的要求,都要做出回应”,还是“当收到客户要求时才做出回应”呢?望老师今天能回答,不然隔一个周末就太久了,谢谢老师了~
回答(1)
Chris Lan2022-05-06 16:39:07
同学你好
原文这块的表述在P290页。
Communicate with clients on an ongoing and timely basis.
Developing and maintaining clear, frequent, and thorough communication practices is critical to providing high-quality financial services to clients. Understanding the information communicated to them allows clients to know how Managers are acting on their behalf and gives clients the opportunity to make well-informed decisions regarding their investments. Managers must determine how best to establish lines of communication that fit their circumstances and that enable clients to evaluate their financial status.
原文的表述是:制定和维护清晰、频繁、彻底的沟通实践对于向客户提供高质量的金融服务至关重要。理解传达给客户的信息可以让客户了解管理者是如何代表他们行事,并让客户有机会就其投资做出明智的决定。管理者必须确定如何最好地建立适合其环境的沟通渠道,并使客户能够评估其财务状况。
这里的措辞,并没有说收到客户的要求,就要立即回复,比如说客户半夜3点半问你一个问题,你还在睡觉,你不可能立即做出回复的。
只要公司有一套与客户沟通的机制,能够合理的倾听客户的诉求,在合理时间范围内给出回复即可。
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