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r06 april case 1 2024

This class was created by Brainscape user Ellis Farley. Visit their profile to learn more about the creator.

By: Ellis Farley
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Decks in this class (8)

1) Financial Advice Processes – Fact-finding, Reviews, General
Case 1
8  cards
1) Analysing the client’s financial situation - Retirement provision
State the factors an adviser woul...,
Identify the factors that an advi...,
Outline the key issues that andre...
9  cards
1) Analysing the client’s financial situation – Suitability of assets received from Carl
Identify the key factors you woul...,
Explain to andrea how diversifica...,
State the factors an adviser woul...
3  cards
1) Analysing the Client’s Financial Situation – Improving tax efficiency
What factors would you take into ...,
What factors would you take into ...,
Explain to andrea how the oeics a...
3  cards
1) Meeting objectives – Ensure she can generate a sustainable income throughout retirement
Explain in detail to andrea how b...,
Recommend and justify the actions...,
Explain in detail why andrea shou...
6  cards
1) Meeting objectives – Review the suitability of the assets Andrea has received from Carl as part of the divorce settlement
Explain to andrea why she should ...,
State the benefits and drawbacks ...,
Identify the key reasons why andr...
3  cards
1) Meeting objectives – Improve the tax-efficiency of her current financial arrangements
Recommend and justify the actions...,
Explain why pension and isa contr...
2  cards
1) Meeting objectives – Other
Outline the benefits and drawback...,
Explain in detail to andrea how l...,
Explain to andrea the actions she...
3  cards

More about
r06 april case 1 2024

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