Protecting clients from their family

JOHN P. NAPOLITANO

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Protecting clients from their family

机译：保护客户免受家人侵害

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摘要

Sometimes, clients are so eager to help their children, extended family and friends that they need to be reminded of the methods that can be utilized to protect themselves, and perhaps their family members, from unexpected harm. The best way to help prevent this from happening is to discover from your clients any situations where they have invested with or on behalf of a family member, where they lent money, or co-signed a loan, or have any other financial dealings with any family member or close friend.

机译：有时，客户急于帮助他们的孩子，大家庭和朋友，以至于需要提醒他们可以用来保护自己甚至家人免受意外伤害的方法。防止这种情况发生的最佳方法是从您的客户那里发现他们与家人进行投资或代表家人进行投资，借贷或共同签署贷款或与任何其他人进行任何财务往来的情况家庭成员或密友。

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《Accounting today》 |2017年第8期|18-19|共2页
作者
JOHN P. NAPOLITANO;
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Protecting clients from their family

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