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Croatian translation: upute savjetodavcima / priručnik za savjetodavce

09:22 Oct 1, 2021
English to Croatian translations [PRO]
Bus/Financial - Investment / Securities
English term or phrase: advisor document
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.
Vladimir Trkovnik
Croatia
Local time: 03:26
Croatian translation:upute savjetodavcima / priručnik za savjetodavce
Explanation:
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.
Selected response from:

Daryo
United Kingdom
Local time: 02:26
Grading comment
Hvala na pomoći.
4 KudoZ points were awarded for this answer



Summary of answers provided
4upute savjetodavcima / priručnik za savjetodavce
Daryo


  

Answers


16 hrs   confidence: Answerer confidence 4/5Answerer confidence 4/5
client advisor document
upute savjetodavcima / priručnik za savjetodavce


Explanation:
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.


Daryo
United Kingdom
Local time: 02:26
Native speaker of: Native in SerbianSerbian, Native in FrenchFrench
PRO pts in category: 4
Grading comment
Hvala na pomoći.
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