Question

a customer sits with fsr for an annuity sale. the fsr gives the customer documents to take home and return. the customer comes in with the docs and the fsr is not working that day can you take the docs and secure them for the fsr until they return

Answer 1

If the FSR is unavailable, you can take the customer's documents and secure them until the FSR returns.

Step-by-step explanation:

In this situation, if the FSR is not available to secure the documents, it would be best to follow proper protocols to ensure the safety and confidentiality of the customer's sensitive information. You could take the documents from the customer and keep them in a secure location, such as a locked drawer or safe, until the FSR returns.

It's important to maintain the privacy of the customer's documents, so make sure to safeguard them from unauthorized access. Additionally, you should inform the FSR about the situation as soon as possible so that they can take appropriate action when they return.