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

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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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'''Retirement Goal Calculator'''– 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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[http://www.planplus.com/products/webadvisor/faq/en/RGC%20Fact%20Finder.pdf '''View''']
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'''Education Goal Calculator'''– 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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[http://www.planplus.com/products/webadvisor/faq/en/EGC%20Fact%20Finder.pdf '''View''']
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Finametrica
 
Finametrica

Revision as of 04:17, 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.

View

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.

View

Retirement Goal Calculator– 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.

View

Education Goal Calculator– 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.

View


Finametrica

FinaMetrica Risk Profile

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