Case Study 1: Ms N.S – How Much Investment Risk?
Initial Position:
Ms N.S was born in 1937 and suffered from dementia since...
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Examining a number of scenarios based on real market returns to understand the risks and opportunities.
The process of blending the client's financial needs and requirements.
The advantage of asking an independent adviser to review a portfolio lies in having an unbiased second opinion on how the client's affairs are currently managed.
Analysis of Financial Products
This offers the opportunity to obtain an in-depth analysis of the inner workings and mechanisms of a financial product.