Banking

Please also bear in mind that the appointments in themselves can last up to 45 minutes.
When we complete your safeguard review we will look at all of the information we currently hold for you for example
Contact, employment and financial details
Nationality, tax residency and your country of birth
How you will run your account in the next 12 months

Then we focus on you as a customer where we will look at your overall financial situation which includes
Any properties that you have and the values of those
Savings, Investments and any assets you have
How your overall net worth has been accumulated

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