Business Acumen

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Across
  1. 3. after tax money
  2. 4. a financial institution and services provider that offers a range of investment products on behalf of external suppliers in combinations convenient to the investor
  3. 5. Investment Linked Lifetime Income Plan
  4. 6. name of our CEO
  5. 9. can also be referred to 'additional’ or 'in addition'
  6. 11. fund or type of investment product that only individuals can invest in
  7. 13. A financial services sales representative who is independent and who is authorised to give financial advice on any insurance and/or investment company products.
  8. 14. an abbreviation of an investment product which allows one to save towards retirement and allows both discretionary and compulsory money to fund this investment
  9. 15. a product platform, previously known as single premiums. The product rules are the same for both this platform and LISP products
Down
  1. 1. eats strategy for breakfast, lunch and dinner
  2. 2. money from an approved fund
  3. 7. A financial services sales representative who is a tied agent
  4. 8. value proposition: to assist... in the creation and preservation of wealth
  5. 10. A type of investment which entitles the investor to a series of income, for the rest of their life. There are various types of annuity investments
  6. 12. Investment Linked Living Annuity