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Client:
Single |
Phase:
Pre-retirement |
Level:
Expert |
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- You are preparing a retirement project for an individual person (client),
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- Client currently has sustainable income,
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- Client is interested only in the saving (accumulation) phase,
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- Client wants to select the most suitable asset allocation
from multiple asset classes, evaluate the quality of the proposed asset allocation's dynamic,
and use other advanced options.
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