1
Q
What is the order of priority for clients needs?
A
PIPSI
Protection
Income Protection
Pensions
Savings & Investments
2
Q
How must any demands and needs be identified?
A
Identified
Discussed
Quantified
Prioritised - Ethical Preferences & Attitude to Risk
3
Q
What is an assessment of affordability and suitability?
A
Affordable both now and in future
All aspects of suitability including tax, demands and needs, affordability and risk
Areas not discussed should be highlighted
R01
flashcards
Decks in class (11)
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