500萬 - 金融業討論

By Heather
at 2016-02-19T02:15
at 2016-02-19T02:15
Table of Contents
大家好
有個愛玩股票的長輩A生了重病,
需要放鬆心情治療,
所以有意將原本玩股票的錢交給理專來規劃。
金額約500萬。
長輩A有點擔心金額小,理專會不重視。
他會擔心是因為長輩B曾經由理專規劃,
長輩B的金額是800萬。
理專幫長輩B規劃的基金2年跌了20%,
理專並未主動通知或規劃應變。
長輩B請其子女協助處理掉基金,
把錢全部轉出後,理專才來電了解狀況。
現在長輩B換了一家銀行及理專,目前小賺。
長輩A因為有在玩股票,
所以了解投資有賺有賠是正常的,
但希望理專要能重視他的投資,
至少停損什麼的應變即時就好。
對於銀行內部如何運作,
一般人不是太清楚。
所以想請問各位有經驗的朋友,
500萬夠讓理專重視嗎?
麻煩各位大大不吝解惑,謝謝。
ps.我對長輩的建議是要嘛定存要嘛買中華電丟著,但不被採納。
感謝大家的意見,真的很感謝。
也很感謝許多先進及理專大大的私信提點。
我這絕對不是釣魚文,
但請原諒我沒辦法向長輩推薦理專,
因為推薦就會有推薦的責任,
小弟不想去承擔。
但真的感謝大家的說明,謝謝。
--
有個愛玩股票的長輩A生了重病,
需要放鬆心情治療,
所以有意將原本玩股票的錢交給理專來規劃。
金額約500萬。
長輩A有點擔心金額小,理專會不重視。
他會擔心是因為長輩B曾經由理專規劃,
長輩B的金額是800萬。
理專幫長輩B規劃的基金2年跌了20%,
理專並未主動通知或規劃應變。
長輩B請其子女協助處理掉基金,
把錢全部轉出後,理專才來電了解狀況。
現在長輩B換了一家銀行及理專,目前小賺。
長輩A因為有在玩股票,
所以了解投資有賺有賠是正常的,
但希望理專要能重視他的投資,
至少停損什麼的應變即時就好。
對於銀行內部如何運作,
一般人不是太清楚。
所以想請問各位有經驗的朋友,
500萬夠讓理專重視嗎?
麻煩各位大大不吝解惑,謝謝。
ps.我對長輩的建議是要嘛定存要嘛買中華電丟著,但不被採納。
感謝大家的意見,真的很感謝。
也很感謝許多先進及理專大大的私信提點。
我這絕對不是釣魚文,
但請原諒我沒辦法向長輩推薦理專,
因為推薦就會有推薦的責任,
小弟不想去承擔。
但真的感謝大家的說明,謝謝。
--
Tags:
金融業
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