This class was created by Brainscape user Zoe Birchall. Visit their profile to learn more about the creator.
By:
Zoe Birchall
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Decks in this class (11)
Ethical
Esg
1
cards
Objectives
Alan and lydia s financial object...,
To set an appropriate remuneratio...,
To consider the purchase of the o...
5
cards
Office Purchase
To consider the purchase of the o...,
Outline to alan and lydia six adv...,
Outline to alan and lydia six dis...
9
cards
Ensure adequate Retirement
To ensure that alan and lydia are...,
Describe the key benefits if alan...,
Outline the factors that should b...
9
cards
Protection
To ensure the family has sufficie...,
Recommend and justify a suitable ...,
Recommend and justify a suitable ...
10
cards
Remuneration
To set up an appropriate remunera...,
Outline the key benefits for alan...,
Explain the alan and lydia the be...
7
cards
Investment Risk
Excluding systemic and non system...,
State five benefits and five draw...,
State five benefits and five draw...
6
cards
Suitability
To review the suitability and tax...,
Alan and lydia are concerned that...,
Outline the factors that you woul...
11
cards
No Specific Objective
State five benefits and five draw...,
State five benefits and five draw...,
Identify and explain the tax effi...
13
cards
Reviews
Explain the alan and lydia the im...,
State seven factors that you shou...,
Identify ten financial planning i...
6
cards
My Notes
Factors doa hit a lump called oei...,
Nomination forms,
Tolerance for loss
10
cards
More about
AF5
- Class purpose General learning
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