Difference between revisions of "Template:China Fact Finder List"

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'''投资策略''' – Use this version of the Fact Finder when you are planning on doing a Investment Management plan like for example the Investment Policay Statement.
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'''投资策略''' – 您在为客户制定投资策略说明书(IPS)时使用。
 
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[https://www.planpluswebadvisor.com/wa/pdfs/invplan_en.pdf '''View''']
 
[https://www.planpluswebadvisor.com/wa/pdfs/invplan_en.pdf '''View''']
 
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'''人生规划'''– User this version of the Fact Finder when you are doing a full Life Financial Plan like for example the Personal Financial Strategy. 
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'''人生规划'''– 您在为客户制定人生规划报告时使用。
 
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[https://www.planpluswebadvisor.com/wa/pdfs/lifeplan_en.pdf '''View''']
 
[https://www.planpluswebadvisor.com/wa/pdfs/lifeplan_en.pdf '''View''']
 
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'''退休目标计算器'''– User this version of the Fact Finder when you are planning on using the Retirement Goal Calculator.  It allows you to collect just the necessary information needed to do this goal based single need analysis. 
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'''退休目标计算器'''– 您在为客户计算退休目标能否完成时使用。
 
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[http://www.planplus.com/products/webadvisor/faq/en/RGC%20Fact%20Finder.pdf '''View''']
 
[http://www.planplus.com/products/webadvisor/faq/en/RGC%20Fact%20Finder.pdf '''View''']
 
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'''教育目标计算器'''– User this version of the Fact Finder when you are planning on using the Education Goal Calculator.  It allows you to collect just the necessary information needed to do this goal based single need analysis.  
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'''教育目标计算器'''– 您在为客户计算教育目标能否完成时使用。  
 
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[http://www.planplus.com/products/webadvisor/faq/en/EGC%20Fact%20Finder.pdf '''View''']
 
[http://www.planplus.com/products/webadvisor/faq/en/EGC%20Fact%20Finder.pdf '''View''']

Revision as of 04:04, 9 July 2013

请选择以下您需要使用的客户信息搜集表,这将有助于您在使用理加系统时快速输入相关数据。

Fact Finders

投资策略 – 您在为客户制定投资策略说明书(IPS)时使用。

View

人生规划– 您在为客户制定人生规划报告时使用。

View

退休目标计算器– 您在为客户计算退休目标能否完成时使用。

View

教育目标计算器– 您在为客户计算教育目标能否完成时使用。

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Finametrica

FinaMetrica 风险承受度调查

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