Question

What details are collected to reduce the amount of financial provision required to meet the client's financial objectives?

Answer 1

Explanation:

Understand how insurance regulation affects client advice. 2. 14. ... 5.1 Know the main personal and financial details on ... his or her financial objectives. 9. ..... C. Invest a reduced amount of money in this product.

Answer 2

Answer:

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• ● Understand how insurance regulation affects client advice. 2. 14. ... 5.1 Know the main personal and financial details on ... his or her financial objectives. 9. .... C. Invest a reduced amount of money in this product.