EnergySparkles: WENT TO MY CHASE BANK APPT @ 9:30 AM 10/20/14
JUST WANT TO KEEP YA UPDATED LIKE I SAID I WOULD. LOOKS TO BE GETTING BETTER EVERY DAY. YAHOOOO
WELL I AM BUMMED OUT. WAS HOPING TO EXCHANGE BUT THEY JUST WANTED TO TALK ABOUT THE PROCESS AND WANTED TO KNOW WHAT I WAS HOLDING AND HOW MUCH I WAS HOLDING OF EACH CURRENCY.
I TOLD THEM I WAS NOT SURE IF I WAS GOING TO EXCHANGE WITH THEM OR SOME AT ALL 3 BANKS THAT I BANK AT. DEPENDS ON THE AMOUNT AND IF THERE IS AN NDA AND A CONTRACT RATE.
THEY SAID THEY WOULD CHECK ON THAT FOR ME AND GET BACK TO ME ON THAT. THEY WANTED TO KNOW IF I COULD COME IN ON A MOMENTS NOTICE WITH CURRENCY IN HAND TO EXCHANGE.
I ASKED IF THEY HAD A DEL-A-RUE MACHINE TO COUNT THE MONEY & CAN ID THAT THE MONEY IS NOT COUNTERFIT, SO THEY CAN GIVE ME A CLEAN & CLEAR CERTIFICATE.
I TOLD THEM THAT WE ARE EXPECTING TO GET THEM FROM WHICH EVER BANK WE USE.
THEY ARE CHECKING ON THAT, BUT THEY DO HAVE A MACHINE THAT COUNTS MONEY. IT MAY NOT BE A DEL-A-RUE MACHINE.
I TOLD THEM THAT I WOULD NOT LET THE MONEY OUT OF MY SIGHT, I WANTED TO SEE THEM RUN IT THROUGH THE MACHINE AND GET SOMETHING THAT THEY SIGN STATING IT IS GOOD AND THE AMOUNT IS CORRECT.
THEY ARE CHECKING ON EVERYTHING
I THINK BECAUSE I TALKED TO THEM ABOUT THE CURRENCIES. THE WM & BM OF THE CHASE I GO TO ASKED QUESTIONS TO THEIR HIGHER UPS AND WANTED TO GET MORE INFO FROM ME SO THEY COULD ASK THEIR CORP OR REGIONAL PEOPLE ABOUT IT.
THEY DON'T KNOW AT THIS TIME IF THEY WILL BE SENDING ME SOMEWHERE ELSE OR IF THEY WILL BE EXCHANGING US WITH DINAR.
THEY MAY BE ABLE TO EXCHANGE A SMALL AMOUNT AND MAKE AN APPOINTMENT FOR THE REST. THEY ARE CHECKING ON ALL OF THAT.
MAN I WAS HOPING TO EXCHANGE JUST A LITTLE TODAY, BUT NOT TODAY........
SORRY WISH I COULD TELL YOU MORE. I WILL LET EVERYONE KNOW IF THAT CHANGES OR IF THEY GIVE ME ANY STEPS IN THE EXCHANGE.............
RIGHT NOW I AM SO VERY BUMMED OUT.
TRYING TO BE HAPPY THAT I KNOW WE ARE VERY VERY CLOSE TO EXCHANGING.
DemCoit: Update: Chase called my brother in for Monday to discuss his currency.
His meeting just started!!
Remember we are just like you guys if it wasn't my brother I wouldn't believe it until I was there and still we are both like yea ok let's see what this is about.
We have been let down so much we are like wait and see but on thing is so very true!!
THIS IS THE BEST INFO WE HAVE EVER GOTTEN , A MEETING WITH A WEALTH MANAGER ABOUT CURRENCY!!!!
THIS HAS TO BE SO VERY CLOSE FOR EVERYONE.
9:30am - brother calls this morning and he is nervous as can be. We have gone over this so many times we were sick of talking about it.
Guess what his mind went blank this morning!!! I quickly got out my iPad and went down the list of our notes. Once he calmed down everything started coming back to him.
All I can offer everyone this morning is have your info on paper and take it with you.
items I reminded him about:
Take your briefcase with you!!! It has everything we all have been told!!
NDA I HAVE TO CALL MY BROTHER BEFORE I SIGN!!!
Exchange not a cash out or investment
expect to get the highest exchange possible
Bank contract and ask for best yield
no fees on accounts
separate accounts for Iqn and vnn
inusrance for money
entire legal team provided by them
Questions if it's a pre exchange meeting while we wait:
free trust setup
sudden wealth classes for family
Line of credit
only private banker looking at accounts and dealing with at this point
keep all information private
direct line to private banker
That's it for now......BE READY SO YOU DONT HAVE TO GET READY!!!
First of all no cash out it was in prep for it to come out!
That in itself is awesome! They confirmed it was coming but could not discuss rates because they are not sure until it hits their screen and only the foriegn exchange department will know.
They asked how much he had and their eyes were wide open and said with that amount a private banker will be contacting you.
They basically talked about what they offer for that kind of wealth and how they will assist him. He asked all our questions and they were all answered with very generic responses.
Wealth manager said a private banker will call you and go from there but know that you are in our books once it shows up.
Contract rate - he didn't know much about just that exchange will happen
Id information - is a must if you don't have an account
NDA - knows there is one but not sure how it reads
Bank contract - discuss it with your private banker
Rates - nothing until they see it on their screens
Sudden wealth classes - no problem
Black card - yes that is standard no fees
Services - free
Trust should be done outside of bank
Legal also outside of bank
Everything after was just wealth conversation
Sorry it's not great but at least they are acknowledging it!