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

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'''Investment Management''' – Use this version of the Fact Finder when you are planning on doing a Investment Management plan like for example the Investment Policay Statement.
 
'''Investment Management''' – 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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[http://www.planplus.com/products/webadvisor/faq/en/CoreFactFinder_InvestmentPlanningMalaysia.pdf '''View''']
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[https://www.planpluswebadvisor.com/wa/pdfs/invplan_en.pdf '''View''']
 
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Revision as of 03:49, 9 July 2013

Fact Finders

Choose the Fact Finder that's appropriate for the service level you are providing to your client.

Fact Finders

Investment Management – 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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Life Planning– 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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Finametrica

FinaMetrica Risk Profile

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