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"Transaction without advice" activity

With this activity, you can record the client's orders given without advice. While the bank does not give any recommendations, it is still necessary to check the appropriateness of the investment, that is, if the client has the required knowledge and experience. If these are not sufficient for a certain financial product, you need to point this out to the client. If the client persists in his investment decision, the bank may execute the order. 


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