A client comes into one of the banking centres, is speaking with one of our CSRs, and is a parent, let's say. He says, “We've just had another child and I'm saving up for my child's education”. The CSR might feel it appropriate to say, “Would you like to meet with somebody qualified to give you investment advice to make sure that you're saving appropriately for your child's education?”
On June 12th, 2017. See this statement in context.