Appendix G: Order Handling IRS Section Report Example
G1. PARTICIPANTS (EXPERIENCE, INTERVIEWERS)
G1.1 Experience
Frantz M, RM (Relationship Manager)
Olga P, RM
Carl M, PM
Tom H, ED (Execution Desk)
Sylvie P, MO (Middle Office)
G1.2 Interviewers
IRS Reference
PM
Facilitator
Key Figures 20 Relationship Managers distributed by geographical region
200 new clients per year
60 clients closing their accounts
Client call frequency (3–5% daily, 10–20% weekly, 50% monthly, 100% 6 months)
15% (ca. 400) managed portfolios (relatively big)
85% RM controlled portfolios
20 standard portfolios correspond to Benchmark
Bloomberg Security Prices 1 day old
G2. SECTION SCOPE, PRODUCT, AND PURPOSE
Current interview was conducted in the IRS Section comprising ...
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