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Quiz: Ice breaking strategies

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Asking for financial infos
Finazinformationen einholen

Rechner, Quelle: photos.comBart?omiej Szewczyk / Photos.com

Money is a sensitive issue but sometimes we need to get information and the subject needs to be addressed. Use our tips to avoid being insensitive when dealing with this delicate subject.

Internet tip!
This is due largely to scare stories in the media such as this one in Britain´s tabloid paper, The Mirror.

Any time you make a request for financial information or financial details, it is best to keep language neutral and make the request brief and matter-of-fact: the more mundane it appears, the better.

What sort of information?

When we talk about financial information there are many specific details we might be referring to, ranging from bank account details to financial statements. Asking for information on a bank account to make a payment or a refund is fairly straightforward, but asking for detailed financial statements is difficult, unless there is a good reason for it. Read our sample letter on page 5 for an idea of how to phrase requests.

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Erstellt am: 08.10.2013 15:38, Letzte Änderung: 27.07.2021 08:56

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