Securities and Managed Investments

Section 1:Establish relationship with client and identify client’s objectives, needs and financial situation
Section 2:Analyse client’s objectives, needs, financial situation and risk profile to develop appropriate strategies and solutions
Section 3: Present appropriate strategies and solutions to client and negotiate a financial plan, policy or transaction
Section 4: Agree the plan, policy or transaction and complete documentation
Section 5: Provide ongoing service where requested by client.


Price: £ 434

100% Plagiarism Free & Custom Written, Tailored to your instructions

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