This report has been produced as evidence for Unit 9 - 'Financial Services' - as part of a Vocational A' level in Business Studies.
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Financial Services Terms of Reference This report has been produced as evidence for Unit 9 - 'Financial Services' - as part of a Vocational A' level in Business Studies. To: Peter From: Andrew Braganca Subject: Unit 14 Financial services Date: Synopsis: This report breaks down and examines the financial services needed; I will be looking at three different customers types of financial needs. 1.0 I will look and analyse the financial needs of the following customers: * A- Jamie McPherson, first-time home buyer * B- Paul and Anna Day, a couple with children * C- TBI engineering, a business customer 2.0 Case study A I will now look at the personal customers, the first customer I will look at Jamie McPherson the financial need are the following: * Mortgage * Insurance * Bank account * Credit card * Shares * Saving * Pension I will now look at the following mortgages available. 2.1 There are two main types of mortgage - interest only and...

