Oct 1, 2021 09:22
2 yrs ago
22 viewers *
English term

advisor document

English to Croatian Bus/Financial Investment / Securities
Poštovane kolegice, poštovani kolege,

Trebam pomoć za prijevod gornjeg termina.

Evo konteksta:
This is a client advisor document which is for internal use only. This advisor document may therefore sometimes present product characteristics in a favorable light. In this respect, we hereby point out that the client must be notified of the respective product in a balanced way. The risk-return profile of funds is not analogous to a traditional savings account. Investments in funds entail a higher level of risk, including capital losses.
Moguće savjetodavni dokument, odnosno savjetodavni dokument za klijenta za izraz client advisor document.

Velika hvala svima na trudu i pomoći.

Proposed translations

16 hrs
English term (edited): client advisor document
Selected

upute savjetodavcima / priručnik za savjetodavce

A "client advisor document which is for internal use only"
=
1) document meant to be used by "client advisors"
2) the content of this "document" is "for internal use only", i.e. not to be divulged to clients

in plain speak: instructions/operating manual for the sales team

that being the only type of document that would fit both criteria.
Something went wrong...
4 KudoZ points awarded for this answer. Comment: "Hvala na pomoći."
Term search
  • All of ProZ.com
  • Term search
  • Jobs
  • Forums
  • Multiple search