Now you are a Wealth/Relationship Manager. You are required to make appointment with your client so as to ascertain his risk appetite, risk tolerance and unique needs during the first few with the aim of producing a 1-page Investment Policy Statement with objectives and constraints.

Mr C is a 48-years old businessman working in his own company and plans to retire in 55-years old. He is a rich person who is living in a luxury house with his wife and a dog. He is used to enjoy life. Playing golf and riding horse are his hobbies.

it is not mentioned the toal amount of retirement

can be examined itself