[an error occurred while processing this directive]

3. COMPARING PRODUCTS AND PROVIDERS

3.1 Comparing Different Products

3.1.1 Investment Objectives

  • Product investment objectives should match the client's financial goals as closely as possible.

  • Factors to be considered:-


    1. Is the need savings, investment, protection.
    2. Are the goals short, medium or long term.
    3. What sum is available.
    4. What accessibility is required.
    5. What are the tax ramifications.
    6. Is the need income, growth or both

[an error occurred while processing this directive]