FPM MIND BOGGLE

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Across
  1. 3. an important part of pre interview preparation
  2. 8. the main source of referrals should come from whom
  3. 9. The fpm is authorised to advise on?
  4. 12. What is the min investment amount?
  5. 14. the opposite to internal holdings?
  6. 17. risk vs?
Down
  1. 1. you can only pay a limited amount into this account
  2. 2. we must always try to .... our customers
  3. 4. from one person to the next
  4. 5. Who always comes first?
  5. 6. what concerns our customers?
  6. 7. a type of chat a customer is booked in for?
  7. 10. what can make our customers sometimes anxious?
  8. 11. over the next 5 years what type of spending may we also need to check?
  9. 13. I want my savings to...
  10. 15. the overall amount?
  11. 16. Typically how many asset classes would the customer invest in when considering our portfolios?
  12. 18. Check if the customer has any existing...