I start every relationship with a conversation and help you identify and prioritize the goals that are most important to you. Whether it`s transferring fortunes to the next generation, adapting your financial approach to help you keep up with your passions, or giving you tips and advice to help you stay informed, I start by learning more about you and your family. Based on research in the field of Behavioral Finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and refine your investment preferences. Together, I can help you adapt your investment approach. By understanding your priorities and investment personality as a foundation, I help you access the full range of Bank of America`s banking products and services resources and Merrill`s investment knowledge to address all aspects of your financial life. Merrill has developed investment Personality Assessment in order to get to know you better as an investor and perhaps refine your own investment preferences. Through this assessment, we can tailor the financial approach we develop together to help you track what is most important to you. Our Investment Personality Assessment is one way to help us get to know you – to understand your goals and priorities. These questions give you an idea of the full assessment and help us provide you with additional information and resources. Bank of America N.A.: Bank of America offers the following banking products in India: working capital and long-term loans, structured finance, export finance, global cash management, trading products, foreign exchange services and money market solutions. Here`s how it works: We collect information about your online activities, such as.B. the searches you make on our websites and the pages you visit.
This information may be used to provide advertisements on our websites and offline (z.B. via email) that is tailored to certain interests you may have….