New Chase Story

by **Ssmith** Mon Oct 20, 2014 10:01 am

Tony must be paying people to write this stuff:I

It appears Chase is stepping it up a notch. I was ridding my bike yesterday with my son and during the ride my phone goes off. It's my brother and he is yelling screaming and carring on that,"THE WEALTH MANAGER FROM CHASE JUST CALL ME FOR AN APPOINTMENT ON MONDAY!!!!" I about crashed my bike! I said I'm going right? He said no only one at a time! I said no way bro this not even announced yet. Now mind you we listen three times a week to tony and dc, we have are plans and we talk after every call. Oh we also talk about the bank stories. my brother proceeds to say well you know I don't have any other reason to see a wealth manger except for our currency. I'm flat broke and they know it so this should be a very interesting meeting monday. I pray it starts tomorrow!!!

by **Kevind53** Mon Oct 20, 2014 10:19 am

Are they from Colorado? Maybe it's the Cannabis ...

by **Ssmith** Mon Oct 20, 2014 2:15 pm

There's been two update to this story. #1:

Update: Chase called my brother in for Monday to discuss his currency.	Permalink

His meeting just started!! Remember we are just like you guys if it wasn't my brother I wouldn't belive 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!!! Update #2: UPDATE: 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!

by **Kevind53** Mon Oct 20, 2014 3:39 pm

So it's happening but we can't prove it, all we can give you is some vague, non-verifiable information. So buy, buy, buy while you still can!

by **Ssmith** Thu Oct 30, 2014 9:09 am

This didn't end too well........

UPDATE: Private Banker Meeting

Nothing good to report unfortunately.

It struck us weird that the private banker said that she didnt know
anything about Iraq or Dong revaluation except that it was said to be a scam.
My brother said, really so the conversation I had over the phone
Letting you know why I was coming in was a joke?

Brother says, You know my account siZe and my history I'm sure you did your homework to not waste our time.
She said that we do not deal with the Iraq currency and was sorry for the misunderstanding.
Well needless to say my brother wanted to say so much but held his tounge to be a professional but ended
With this.

He said let me get this straight! I talked to the wealth manager and bank manager
we were on the same page about the currencies and setup of accounts to be ready for the exchange. You call me and I assume you understood the reason I Was coming to see you. Setup my accounts and just have a conversation about the exchange and what do we do after it is over. We have friends and family that have lots of both currencies and All you can say is, we don't deal with Iraq and it is said to be a scam! Plus you say in order to have a private banker you must have 5million under asset management. Once you have that I will be able to help you.

Basically, HAVE A NICE DAY 45minutes later!!!

So we have analyzed the conversation over and over and over!
Did she do a PYA for the bank!

WE ARE COMPLETELY SHOCKED STILL BUT THATS THE WAY IT GOES WE GUESS!

Not sure how to end this on a positive not except for sum humor

Yea right you don't know!!!

As my uncles has always said, "when I tell you I'm broke with confidence and my head held high should tell you there is another story!!"

GO RV!!

by **FS4Enthusiast** Thu Oct 30, 2014 9:15 am

ssmith wrote:This didn't end too well........

UPDATE: Private Banker Meeting

Nothing good to report unfortunately.

It struck us weird that the private banker said that she didnt know
anything about Iraq or Dong revaluation except that it was said to be a scam.
My brother said, really so the conversation I had over the phone
Letting you know why I was coming in was a joke?

Brother says, You know my account siZe and my history I'm sure you did your homework to not waste our time.
She said that we do not deal with the Iraq currency and was sorry for the misunderstanding.
Well needless to say my brother wanted to say so much but held his tounge to be a professional but ended
With this.

He said let me get this straight! I talked to the wealth manager and bank manager
we were on the same page about the currencies and setup of accounts to be ready for the exchange. You call me and I assume you understood the reason I Was coming to see you. Setup my accounts and just have a conversation about the exchange and what do we do after it is over. We have friends and family that have lots of both currencies and All you can say is, we don't deal with Iraq and it is said to be a scam! Plus you say in order to have a private banker you must have 5million under asset management. Once you have that I will be able to help you.

Basically, HAVE A NICE DAY 45minutes later!!!

So we have analyzed the conversation over and over and over!
Did she do a PYA for the bank!

WE ARE COMPLETELY SHOCKED STILL BUT THATS THE WAY IT GOES WE GUESS!

Not sure how to end this on a positive not except for sum humor

Yea right you don't know!!!

As my uncles has always said, "when I tell you I'm broke with confidence and my head held high should tell you there is another story!!"

GO RV!!