IN-Issue types - July

IN-Issue types - July

Professional Development

10 Qs

quiz-placeholder

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IN-Issue types - July

IN-Issue types - July

Assessment

Quiz

Other

Professional Development

Medium

Created by

Exness Trainers

Used 3+ times

FREE Resource

10 questions

Show all answers

1.

MULTIPLE CHOICE QUESTION

1 min • 1 pt

Visitor: I want to change ib
Agent: I can see that you are currently not logged into your personal area. To initiate your partner change request, you'll need to contact us after logging into your personal area: https://my.exness.com/pa/
Visitor
: Sure. I'll do that. Bye.

7.1 - Partnership Registration & Inquiry [Premier & Partnership]

15.1 General Info

15.4 Current Partner is not an IB

4.5 Website & PA functionality

Answer explanation

Client's question is related to partner change. Even though it could not be actioned in that interaction, we should be marking it under partner(15.1) change category rather than partnership(7.1) : https://confluence.exness.io/display/CIBOPS/15.+Change+Partner+Request *All case-related to change Partner request inquiry

2.

MULTIPLE CHOICE QUESTION

1 min • 1 pt

( 6m 26s ) Visitor: map my ac under this code - gnv1lxao9h
** Agent noticed that the client's current partner is an affiliate.**
( 10m 38s ) Agent: Thank you for waiting. Please be informed that your Personal Area is not eligible for partner change because you do not have a current partner, unfortunately.

15.1 - General Info [Change Partner Request]

7.3 Affiliates Registration & Inquiry

15.4 Current Agent is not an IB

7.1 Partnership Registration & Inquiry

Answer explanation

The partner change request was rejected as client's current partner is an affiliate. We need to use 15.4 Current Agent is not an IB for Change Partner rejected requests. . Refer - https://confluence.exness.io/display/CIBOPS/15.+Change+Partner+Request * Change Partner request rejected

3.

MULTIPLE CHOICE QUESTION

1 min • 1 pt

( 3m 13s ) Visitor: i want to change my ib
( 17m 12s ) Agent: Unfortunately, your Personal Area is not eligible for partner change as you have changed your partner less than 10 business days ago.
If you still wish to change partners, you can submit another request 10 business days after your last partner change.

15.1 - General Info [Change Partner Request]

7.3 Affiliates Registration & Inquiry

15.4 Current Agent is not an IB

7.1 Partnership Registration & Inquiry

Answer explanation

The partner change request was rejected as client's current partner is an affiliate. We need to use 15.4 Current Agent is not an IB for Change Partner rejected requests. . Refer - https://confluence.exness.io/display/CIBOPS/15.+Change+Partner+Request * Change Partner request rejected

4.

MULTIPLE CHOICE QUESTION

1 min • 1 pt

( 8m 54s ) Visitor: My document was rejected as the address I entered in the portal does not exactly match the address in aadhar
( 9m 7s ) Agent: Upon checking at our backend, I can see that your address proof was not rejected because of incorrect or difference in address. It was rejected as all four corners of the documents are not visible in the uploaded image.

6.1 Pre-Verification Questions [KYC]

6.3 Invalid POI/POR

6.2 Verification Process

6.6 Missing Document Pages

Answer explanation

6.3 Invalid POI/POR (Client uploaded the right document, but not all requirements are met)

https://confluence.exness.io/display/CIBOPS/6.+KYC

5.

MULTIPLE CHOICE QUESTION

1 min • 1 pt

( 2m 52s ) Visitor: Mai India se hu, Youtuber hu mai. Last 3 month s exness ko promote Krna start Kiya CPA me. Sayad koi foreign me seminar horha, Uska invitation kaise milta hai ?
( 5m 58s ) Visitor: 150+ account bnvae hai maine 3 month me...41+ active trader hai ..
( 6m 11s ) Visitor: Mujhe bhi to invitation ana chahiye

2.9 Social Media

13.1 - General Inquiry & Issue

7.10 General Campaign Information

None

Answer explanation

Client is looking for additional campaigns/benefits going on for affiliates.

https://confluence.exness.io/pages/viewpage.action?pageId=212537979

6.

MULTIPLE CHOICE QUESTION

1 min • 1 pt

( 1m 11s ) Visitor: My documents are rejected due to expiry
( 1m 27s ) Visitor: My passport and my driving license are expired
( 5m 14s ) Agent : Yes, I can see the documents you previously uploded were rejected as they were expired. You may upload an alternate document like Bank statement (Not older than 6 months), Utility bill (Picture or scan) Phone bill, Gas Bill, Electric Bill (Not older than 6 months), Bank Passbook (With last transaction page).

6.1 Pre-Verification Questions [KYC]

6.3 Invalid POI/POR

6.2 Verification Process

6.5 Expired Document

Answer explanation

Documents were rejected as they were expired.

Please familiarise yourself with all new issue types added under KYC issue type

https://confluence.exness.io/display/CIBOPS/6.+KYC

7.

MULTIPLE CHOICE QUESTION

1 min • 1 pt

( 6m 21s ) Visitor: I want to know how to use mt5 for my trading, till now I use mt4, but I want to use mt5 now
( 8m 57s ) Visitor: Can I change it mt4 to mt5??
( 9m 32s ) Agent: Unfortunately, accounts cannot be converted / changed but you can create a new MT5 account in personal area
( 10m 20s ) Visitor: Please guide me

4.5 Website & PA functionality

4.4 - Trading Platform Issues [Technical]

2.1 Account Types

1.5 Other

Answer explanation

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