Today I went to the bank to redeem one of the mutual funds. I intended to redeem Mandiri Investa Pasar Uang, but when I filled out the form, somehow I wrote Mandiri Investa Dana Utama. I only realized the mistake when I got home to input the transaction in my computer. Although the mistake was not fatal this time, it could have been a disaster.
- Write your plan on paper instead of relying solely on your memory
- Bring the latest statement to the bank to help you fill out the detail on the form
- Concentrate when writing the form
- Re-read what you have written and compare it with your notes or statement
Have you ever made a mistake similar to this? Please share your story in the comments.
Learn and Grow,
Inge Santoso, B. Com, CFP®