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Prepare Advice in Managed Investments

Prepare Advice in Managed Investments

by Robert Dickerson & Harry Gosper
1st Edition (January, 2022)
ISBN:
Chapter List:
01 Analyse Client Needs & Risk Profile
02 Develop Strategies & Solutions for Managed Investments
that Meet Client Needs & Risk Profile
03 Provide Strategies & Solutions to Authorised Representative
04 Establish Agreement & Complete Documentation Process
05 Agree to Arrangements for Providing Ongoing Services

Subjects covered:
FNSFPL609 - Prepare advice in managed investments

Table of Contents

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