Blue Values
What does “B” in BLUE stand for?
Building Connections
What does CARE stand for?
Communicate clearly, Avoid advising, Respect their journey, Educate with empathy
Which license covers Australian clients?
ASIC
Who usually needs help with the platform?
Beginner
What does “C” in COMPLY stand for?
Check the jurisdiction.
Which value promotes growth mindset and being coachable?
Lifelong Learning
What’s TEAM about?
Talk respectfully, Elevate collaboration, Align on goals, Mind your energy
Which desk may allow promotions?
VSFC
This client trades fast and cares about spread. Who is it?
Scalper
Can you advise a client on what to trade, and why?
No. It's against compliance.
What does “United Team” mean in practice?
Helping teammates, aligned goals, no one wins alone
You need something from Finance, which code applies?
SYNC
Why can’t ASIC clients receive promos or trading advice?
Local regulations prohibit it
Who typically trades passively and wants simplicity?
Retiree
What should you do if you suspect fraud or breach?
Escalate, report via CRM, do not confirm or deny.
You fix a poorly written message before sending: which value is this?
Excellence
What does LEAD mean when you're stuck or unsure?
Listen actively, Escalate responsibly, Act with ownership, Deliver results
Who handles global clients excluding AU?
VSFC desk
You notice a client making frequent tests and asking serious questions. Who are they?
Aspiring Pro
Name 3 parts of the COMPLY checklist.
Check jurisdiction, Log everything, Yield to compliance
You celebrate a teammate's win even when you're having a bad day. Which value and why?
United Team (You support others regardless of personal setbacks).
Combine SYNC and TEAM: How do you hand off a client properly?
Respect process, notify early, align with team, keep tone positive and aligned with goals
What team handles high-value clients and when do you refer to them?
Premium Desk (When client is qualified high volume or VIP)
List all 4 client types and one trait of each.
Beginner (needs education), Scalper (needs speed), Retiree (wants ease), Aspiring Pro (tests broker, wants to grow)
How would you answer: “Should I buy gold today?” compliantly?
“I can’t provide advice, but I can help you explore how to use the platform to analyze gold yourself.”