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FOREX-BASICS5 MIN READ

Explain currency risk before sales promises a fixed price

Use SBAR to explain FX risk and recommend a pricing or escalation action before a customer quote is promised.

Ava A Account lead S Situation Assessment R Recommendation The promise 20 sec Margin at risk Ava is about to promise a fixed USD price for six months while the cost base is partly EUR. The customer hears certainty. Finance sees an unpriced currency risk. 6 mo fixed-price promise 3% adverse-rate scenario USD 18k

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