What would you do as it is very hard to believe as it hasn't happened to us in 35 years?

IE

Hi John,

Please send this on..

Dear Sir/Madam,

I have accidentally transferred $20,000 + your no commission fee to your account.

I have sent it as 2 payments.

This will mean that you will keep your fee and send me back the $20,000

I am very sorry for this mix-up. I hope this isn't too much trouble.

 

HI John

Payment has been made back to your client today. Please see attached transfer.

Regards,

Andrew

Yes the investment amount also went to us & not the investment'.

So back it goes as that's is what you & I would always do as it is the right action to take.

It is what you and I would want & need it to happen if we made a similar error.

Say yes more often.


John McAuliffe

John Michael McAuliffe AFA, DipFp., BSc., DipTeach.