Advisory Case AC-2409

Evidence Browser

Every extracted fact links back to transcript, speaker, timestamp, and confirmation state.

Transcript Evidence

10:42 · Mrs. Chan · Cantonese
We want enough protection if either of us cannot work, and money for our child’s education.
GoalsProtection
10:49 · Mr. Chan · English
Our monthly household income is around HKD 150,000, but bonus varies.
Financial CapacityConfirm bonus
11:06 · Advisor Ng
Disclosure and recording consent read back; customer verbally confirmed acceptance.
ConsentDisclosure