Tips Flashcards
1
Q
Review questions will mostly have standard answers that you are likely to be able to use or adapt, such as:
A
• Changes to views or objectives.
• Changes in income/expenditure/tax status/capital needs/inheritances.
• Risk profile/CFL.
• Use of tax allowances.
• Rebalance/asset allocation/performance.
• Charges.
• New products available/political/economic changes/market conditions.
• Protection needs.
• Health/family/other personal circumstances.
