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R06: Nick & Shirin

This class was created by Brainscape user Charles Bray. Visit their profile to learn more about the creator.

By: Charles Bray
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Decks in this class (4)

Improve the suitability and tax-efficiency of their current financial arrangements
State the additional information ...,
Comment on nick and shirin s inco...,
Comment on the suitability of nic...
17  cards
Ensure that they can retire when Nick reaches age 60
Identify the additional informati...,
Identify any reasonable assumptio...,
List the key factors that a finan...
17  cards
Ensure that their financial protection arrangements are adequate for their needs
State the additional information ...,
Comment on nick and shirin s prot...,
Justify your recommendations in r...
13  cards
Other possible areas
Identify and explain the key clie...,
What are the duties of a trustee
2  cards

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R06: Nick & Shirin

  • Class purpose General learning

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