This paper circulates around the core theme of Securities and Managed Investments together with its essential aspects. It has been reviewed and purchased by the majority of students thus, this paper is rated 4.8 out of 5 points by the students. In addition to this, the price of this paper commences from £ 99. To get this paper written from the scratch, order this assignment now. 100% confidential, 100% plagiarism-free.
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.