Question

How can a financial planner collect information about their clients? Select one. Select one: a. Through...

How can a financial planner collect information about their clients? Select one.
Select one:
a. Through other professionals or service providers of the clients, e.g. a client’s accountant or superannuation fund
b. All of the answers
c. Through conversations and chats
d. Questionnaire instruments such as Factfind or Financial Needs Analysis (FNA)

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Answer #1

Correct option is b. All of the answers

A financial planner can collect information about their clients

- throughother professionals or service providers of the clients, e.g. a client’s accountant or superannuation fund

- Through conversations and chats

- Questionnaire instruments such as Factfind or Financial Needs Analysis (FNA)

A financial planner can collect the information about their clients from various sources but he needs ensure the accuracy and correctiveness of the data collected from various sources.

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