More is less in client communication

Sarika likes to go through all the communication she receives and then take an informed decision. She was hassled because this deluge was hindering her

“Regulatory constraints imposed by law necessitate that we communicate all potential actions, including, but not limited to, investment rationale and its potential impact on asset allocation, now and in the future, by verifiable means that will pass muster in a regulatory audit, and obtain informed consent before initiating those transactions…” This was my feeble attempt at imitating Shashi Tharoor. I was using humour to mollify Sarika, a client. She was hassled by the spate of communication from us and investment providers. I was trying to tell her that most of the communication was required by law.

Many interactions occur before