Complete the notes below.
Write NO MORE THAN THREE WORDS AND/OR A NUMBER for each answer.
BANK ACCOUNT OPENING FORM |
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Example |
Answer |
Type of account: |
(A) deposit account |
Name of account decided on: |
1 |
Customer's name: |
2 Fox |
Date of birth |
3 , 1970 |
Current address: |
10, 4 , South Quay |
Duration of time living there: |
about 5 |
Address (before): |
Flat 3 Canada House, 6 , Edinburgh |
Office number: |
02072356735 |
Home number: |
7 |
Occupation: |
8 |
Identity (security): |
Name of his 9 : Monica |
The account opening sum: |
£ 10 |
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Note: “0207 235 6735” is his office number. As this number has been filled in the office number cell above, candidates might not mistake it for his home number. |
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源 1
源 2
CUSTOMER: Hi. Can I open a bank account, please?
BANKER: Sure. Come on in. Make yourself at home. I’ll just get some details for you. It won’t take long.
CUSTOMER: OK. Right.
BANKER: What kind of account do you want?
CUSTOMER: A deposit account.
BANKER: OK. I’ve got the application form here then. Have a look at this leaflet. We have several types.
CUSTOMER: I’ve decided on the one called “Classic.”
BANKER: Good, that’s fine. Can I have your full name, please?
CUSTOMER: Yes, it’s Jonathan Fox. That’s J-O-N-A-T-H-A-N.
BANKER: Oh, right. Thank you. And what’s your date of birth, please?
CUSTOMER: The twenty-first of January, 1970.
BANKER: Right. Do you have another bank account in the UK?
CUSTOMER: No, not yet. This is the first one.
BANKER: OK, fine. And what is your address in the UK, sir?
CUSTOMER: 10, Island House, South Quay.
BANKER: That’s East London, isn’t it?
CUSTOMER: Yes.
BANKER: Near Canary Wharf, right?
CUSTOMER: Yes. That’s right.
BANKER: How long have you been at your current address?
CUSTOMER: Ah, just around one month actually.
BANKER: OK, that’s fine. Can I ask for a previous address?
CUSTOMER: Sure. It’s Flat 3 Canada House, Queen Street.
BANKER: Is that all?
CUSTOMER: Yes.
BANKER: That’s Edinburgh, isn’t it?
CUSTOMER: Yes.
BANKER: Edinburgh. OK. Thank you. Do you have a daytime telephone or mobile phone number?
CUSTOMER: Yes, I think the number at my office is 0207 235 6735. Would you like my home phone number, too?
BANKER: Yes, please.
CUSTOMER: It’s 0204 675 1222.
BANKER: Lovely. Right. What do you do for a living in the UK, sir?
CUSTOMER: I am working at an English Language school in central London as a tutor. It’s my main job.
BANKER: OK. Now we usually ask for a piece of information for checking your identity, for security reasons if you phone us.
CUSTOMER: Sure.
BANKER: What name is your mother’s first name? Because it’s less likely to be known.
CUSTOMER: OK. It’s Monica.
BANKER: Thank you.
CUSTOMER: Yes, M-O-N-l-C-A. It’s Russian.
BANKER: OK, good. And how much would you like to open your account with?
CUSTOMER: I’ve only brought £1,000.
BANKER: OK, fine. How often would you like to receive bank statements?
CUSTOMER: I won’t be needing bank statements. What about an online banking service?
BANKER: OK. Just a moment, please. Can I check in the box on the screen?
CUSTOMER: Sure. I was also wondering about a mortgage service.
BANKER: Sure. Can you just wait a moment? I’ll introduce you to a mortgage marketing manager.
CUSTOMER: Thank you.
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