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