... Introduction

 

 

You will learn more about the provisions in each of the three sections of the CBP by assisting the following customers with their enquiries.

Minh

Malcolm and Rosie

Roy

Minh wants to establish a regular savings plan. She has been shopping around for accounts that offer some type of savings incentive.

Rosie and Malcolm were recently notified that there would be a change to the fee structure of their transaction account. This has prompted them to consider other accounts.

Roy has a complaint about being incorrectly charged an account service fee.

Keep in mind that even though specific customer scenarios are used the CBP requirements you will learn about relate to all banking services offered to individuals, small businesses and guarantors. The term banking service means a deposit, loan or other banking facility provided by us to a customer. View: the definition of a small business.

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