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Mason Smith
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Decks in this class (7)
Case Study 1 Aim 2
Explain a dgt is,
Duties of trustees,
Factors adviser needs to consider...
6
cards
Case Study 1 Aim 1
Additional info for aim 1 15 points,
Recommend justify to ensure they ...,
Explain how class 3 nics work why...
4
cards
Case Study 1 Aim 3
Further info required 8 points,
Factors to consider when providin...,
Recommend justify actions to impr...
6
cards
Case Study 2 Aim 1
Additional info for aim 1 18 points,
Why should they consider lifetime...,
Why might lifetime isa not be sui...
10
cards
Case Study 2 Aim 2
Explain current weaknesses in pro...,
State additional info 13 points,
State factors to consider
6
cards
Case Study 2 Aim 3
Positive vs negative screening,
Drawbacks of using ethical views ...,
Why s it important to review inve...
7
cards
Generic Questions
Key info required for cash flow m...,
Cash flow modeller limitations 9 ...,
Benefits drawbacks of cic over as...
6
cards
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R06 July 23
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