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At 10am you see a client who is 60 and has advised that they want to retire in 5 years' time, and they have asked

At 10am you see a client who is 60 and has advised that they want to retire in 5 years' time, and they have asked you what the best investment for them is - you have advised that it is outside your expertise but will organise some contacts for them soon.

#

Financial Services Industry Sector

Products and Services applicable

How long before you contact the client

1

2

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