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AF5
> First Deck > Flashcards
First Deck Flashcards
Study These Flashcards
AF5
(10 decks)
First Deck
Investment planning - here we review each of Dan & Tara's investment holdings and provide additional background information on ISAs and unit trusts
Fact Finding Questions
Risks and assumptions
Technical questions
Financial protection
Investments
IHT and Later Life Planning (including some business planning)
Recommend and justify
Reviews
