QUOTE(twinkle5129 @ May 23 2016, 05:55 AM)
Auntie twinkle- Reminder to myself.
Always check passbook after transaction! 2 mistakes already happened.
1. After successful transaction, book was not updated. I'd only noticed it at home when I was looking at the book's balance & receipt.
2. Wrong passbook was entered & 'wrong' type of unit was purchased & entered. Instead of A unit, the successful transaction was 'B' unit.
After 1st incident, I told myself to check but on that particular transaction, I'd forgot to bring my reading glass and only noticed the right transacted figure in the 'A' book for B unit.
At home, while figuring out my stuff, I noticed the balance was incorrect in A Book. Once the 'new' unit was added, the balance was lowered than my previous balance.
Both incidents happened in different banks. The mistakes can be rectified easily as it's ok if the transaction was A/ B units as both are what I needed. Just need to update the book again and the correct balance will be in B book.
Also, stop listening to those other bank staffs who are trying to divert your investment focus to their other products- eg. ASG, UT & Insurance linked products.
If i understand correctly although the book can be wrong but the system itself should be correct right. I mean the record in their server.. I always throw away the receipt once transacted..oppsAlways check passbook after transaction! 2 mistakes already happened.
1. After successful transaction, book was not updated. I'd only noticed it at home when I was looking at the book's balance & receipt.
2. Wrong passbook was entered & 'wrong' type of unit was purchased & entered. Instead of A unit, the successful transaction was 'B' unit.
After 1st incident, I told myself to check but on that particular transaction, I'd forgot to bring my reading glass and only noticed the right transacted figure in the 'A' book for B unit.
At home, while figuring out my stuff, I noticed the balance was incorrect in A Book. Once the 'new' unit was added, the balance was lowered than my previous balance.
Both incidents happened in different banks. The mistakes can be rectified easily as it's ok if the transaction was A/ B units as both are what I needed. Just need to update the book again and the correct balance will be in B book.
Also, stop listening to those other bank staffs who are trying to divert your investment focus to their other products- eg. ASG, UT & Insurance linked products.
May 23 2016, 09:20 AM

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