Vega New – 1786

Date(Required)

Take name and patch immediately if VIP

VIP Clients:-

Active Wealth, Consumer Wealth, Gallium, Intelligent Money, Momentum Pensions, New Life, Westbury Capital

Do not ask what the call is regarding.

VIP?(Required)

Yes

NON VIP(Required)

Existing client

Cold caller

Do not ask if they are existing clients

Existing clients who want to discuss their account ask them to email vega.support@gallium.co.uk

We no longer offer to take details for call back. Email vega.support@gallium.co.uk is the only option for existing clients. You can say: . For account queries, due to the sensitive nature of some of the information, we may only deal with it effectively by email.

Name(Required)

First Last

Company(Required)

Phone(Required)

Caller is asking for?

Alex

Cold caller

David

General Message (anyone other than alex. david or steffen)

Steffen

Regarding

PATCH TO STEFFEN ON 07515 128 256

Patch Code 91786

Do NOT patch existing clients.

Patch the caller to David on 07780 991 156

Patch code 91786

Patch the caller to Alex on 07596 907 098

Patch code 91786