Tuesday, 15-September-2009

1) So client CB keeps coming back, because he thinks that someone is breaking into his house with unforced entry and stealing his American Funds statements. So Boss suggested that he open up a Post Office Box and that's exactly what he did. Unfortunately, today, she asked me to have him sign half a dozen AIF's and Change of Address Forms. I did not know what these Change of Address Forms were, because my partner usually takes care of them and even if there were a change we telephone the call in.