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You just started your new job as an investment advisor. A new client is meeting you tomorrow at 9am and is seeking advise on how
You just started your new job as an investment advisor. A new client is meeting you tomorrow at 9am and is seeking advise on how to invest their retirement savings. List 5 questions that you want to ask. For each question explain why the answer to the question is useful in helping frame an investment policy statement and provide possible scenarios that might alter the recommended investment strategy. (2 marks)
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