A limited advice plan:
A) considers all aspects of the client's personal circumstances, needs and objectives.
B) is also termed scaled advice.
C) is often sought and requested by clients seeking financial advice on a particular issue or specific circumstances, for example research on a particular product, investigation into negative gearing strategies, or salary packaging.
D) both b and c
Correct Answer:
Verified
Q15: Prior to engaging the services of a
Q16: The financial planner has a part to
Q17: The best interest obligations:
A) require the financial
Q18: A sunset clause in a SOA represents:
A)
Q19: Financial advisers are legally required to disclose
Q21: How can the financial planner/licensee and/or product
Q22: Given that there is no set rules
Q23: Provide an outline of the best interest
Q24: Briefly discuss the type of language that
Q25: Discuss the form and extent of remuneration
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