Question
a). Describe the general standards of financial product promotional and marketing practice that would be reflected in organisational policy and procedures. (Identify organisational policy in
a). Describe the general standards of financial product promotional and marketing practice that would be reflected in organisational policy and procedures.
(Identify organisational policy in terms of promotional and marketing strategies).
b).Identify and explain some examples of a client's personal circumstances that may assist a FSP to assess the suitability of the client for a product or service.
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Foundations of Finance The Logic and Practice of Financial Management
Authors: Arthur J. Keown, John D. Martin, J. William Petty
8th edition
132994879, 978-0132994873
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