1. Hello, are you Mr. * * (Ms./company/unit)?
2. Hello, Mr. (Ms.), I am the customer service staff of the Reagan Foundation. Have you recently purchased our private equity products?
Thank you for your trust. In order to protect your rights and interests, may I call you back briefly? (The customer answers "Yes"): Thank you. In order to ensure your rights and interests, we will record the contents of the return visit.
In order to ensure information security, we need to confirm your identity first. The first six digits of your ID number/business license are * * * * *. What are the last four digits of your date of birth/business license?
5. Have you received the private equity fund contract? Are the signatures on the private equity fund contract, investor tips, risk tolerance questionnaire, fund property legality statement and risk disclosure book (specific documents are subject to the specific product contract) signed/sealed by you personally?
6. Have you read and understood the contents of the product contract and risk disclosure?