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Tulo To
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Decks in this class (17)
POA & Wills
Process, Authority, Revocation, No LPOA
12
cards
Tax efficiency and suitability of savings and investments
Deposit accounts and premium bond...,
Uk multi assets 2,
Ftse 100 tracker uk ethical equity 3
28
cards
Ethical Investment
The approaches 1,
Ethical investing drawbacks that ...,
Ethical investing positives 3
7
cards
Alternative Investments
Features of commodity investment 1,
What are etcs 2,
Tax features of etcs 3
7
cards
Additional factfind questions
Additional factfinding questions 1
1
cards
Solutions to Tom's ANI problem
How do you calculate the ani adju...,
What is tom and sally s total inc...,
What issues can there be for tom 3
7
cards
Funding Unversity costs
What are the ways in which tom co...,
What are the cosequence of this a...,
Explain in detail how tom could u...
23
cards
IHT
Explain how you would work out to...,
Iht mitigation options 2,
Additional questions before you c...
12
cards
Additional questions that can be asked on review
Mnemonic for reviews double check...,
State 7 factors an adviser should...
2
cards
Pensons and retirement
Outline the factors an adviser wo...,
What approrpriate course of actio...,
Benefits of salary sacrifice 3
35
cards
Protection
Mnemonics 1,
State the additional information ...,
Identify the factors that a finan...
18
cards
Taxation
What is the importance between ta...,
Assets exempt from cgt 2,
Assets exempt from income tax 3
4
cards
Repayment of debt
Additional questions before advis...,
Benefits of paying off mortgage 2,
Drawback of repaying mortgage debt 3
13
cards
Financial planning
Steps in the fiancial planning pr...,
Fca five best practives for kyc 2,
Identify reasons why a financial ...
12
cards
Risk
Key client specific factors that ...,
Importance of reviewing atr 2,
Key areas to take into account wh...
22
cards
Investment Advice
Process adviser would use when pr...,
Passive fund manager 2,
Active management 3
11
cards
Others
Basic of child benefit 1,
Outline the features of the high ...,
Outline the ways tom and sally ca...
7
cards
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AF5 Revision
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