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Tulo To
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Decks in this class (17)
POA & Wills
Process, Authority, Revocation, No LPOA
8
cards
Risk, tax efficiency and suitability of investments
Deposit accounts and premium bond...,
Uk multi assets,
Ftse 100 trackeruk ethical equity
11
cards
Ethical Investment
The approaches,
Ethical investing drawbacks that ...,
Ethical investing positives
4
cards
Alternative Investments
Features of commodity investment,
What are etcs,
Tax features of etcs
6
cards
Additional factfind questions
Additional factfinding questions
1
cards
Solutions to Tom's NAI problem
How do you calculate,
2 pointsin what two situations wo...,
What is the solution to this
7
cards
Funding Unversity costs
3 pointswhat are the ways in whic...,
What are the cosequence of this a...,
8 poiintsexplain in detail how to...
18
cards
IHT
Explain how you would work out to...,
Iht mitigation options,
Additional questions before you c...
11
cards
Additional questions that can be asked on review
Mnemonic for reviews double check...
1
cards
Pensons
Outline the factors an adviser wo...,
What approrpriate course of actio...,
Benefits of salary sacrifice
12
cards
Protection
Mnemonics,
Is their existing mortgage protec...,
Identify the factors that a finan...
11
cards
Taxation
What is the importance between ta...,
Assets exempt from cgt,
Assets exempt from income tax
4
cards
Repayment of debt
Additional questions before advis...,
Benefits of paying off mortgage,
Drawback of repaying mortgage debt
13
cards
Financial planning
Steps in the fiancial planning pr...,
5 pointsfca five best practives f...,
5 pointsidentify reasons why a fi...
10
cards
Risk
Key client specific factors that ...,
Importance of reviewing atr,
Key areas to take into account wh...
8
cards
Investment Advice
Process adviser would use when pr...,
Passive fund manager,
Active management
6
cards
Others
7 pointsbasic of child benefit,
Outline the features of the high ...,
3
cards
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AF5 Revision
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