Robert is a 38-year-old dentist. He is single, and earns approximately $90,000 annually. He has a net worth of $250,000. Robert is working toward saving $500,000 within 5 years to buy a house. He is not a knowledgeable investor, and relies on you to achieve results.

Do you have all the required client information to make a suitable recommendation?

A.Yes, you have the required information to recommend a managed portfolio that has been found suitable for everyone so far.

B.No, you do not know Robert's investment objectives.

C.No, you do not know Robert's risk tolerance.

D.Yes, you have the required KYC information.