Tina Li, Financial Planner, how may I be of service?
Hello, Tina. An acquaintance of mine has just told me that your bank has started a new Personal Wealth Management Service. Is that right?
It certainly is. You can do almost anything with it, anytime, anywhere.
How would I go about applying for this service?
All you need to do is sign up at any one of our branches and you can use the service right away.
That's so simple. I'll come by my local branch later this afternoon and get it set up. Thank you very much, Tina.