Template:China Fact Finder List

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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 – 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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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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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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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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Finametrica

FinaMetrica 风险承受度调查

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