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R06 April 21 > ISO22222 > Flashcards

ISO22222 Flashcards

1
Q

First stage - Establish and define the …

A

client adviser relationship - Charges, Service, Independant / Restricted

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2
Q

Second stage - Gather …

A

Client data, goals & objectives

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3
Q

Third stage - Analyse …

A

and evaluate client financial status

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4
Q

Fourth stage - Develop …

A

and present financial plan + suitability report

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5
Q

Fifth stage - Implement …

A

financial planning recommendations

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6
Q

Sixth stage - Monitor

A

financial plan and relationship

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R06 April 21 (11 decks)

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