CPDDec 7 2021
What questions should you ask a new client?
- Identify some of the pieces of information advisers should attempt to find out about their new clients
- Explain what to do if the information a new client gives you doesn't tally with their previous behaviour
- Describe how to integrate ESG investing into this process
- Identify some of the pieces of information advisers should attempt to find out about their new clients
- Explain what to do if the information a new client gives you doesn't tally with their previous behaviour
- Describe how to integrate ESG investing into this process
CPD
Approx.30min
CPD
Approx.30min
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CPD
Approx.30min
