Difference between revisions of "Template:Malaysia Fact Finder List"

Revision as of 09:13, 21 August 2015

Fact Finders

Choose the Fact Finder that's appropriate for the service level you are providing to your client.



Fact Finders
Investment Management – Use this version of the Fact Finder when you are planning on doing a Investment Management plan like for example the Investment Policay Statement.	View
Life Planning– User this version of the Fact Finder when you are doing a full Life Financial Plan like for example the Personal Financial Strategy.	View
Retirement Goal Modular Planning - Use this version of the Fact Finder when you are planning on using the Modular Goal Process Flow to do a retirement analysis. It allows you to collect just the necessary information needed to do this goal based single need analysis.	View
Education Goal Calculator– User this version of the Fact Finder when you are planning on using the Education Goal Calculator. It allows you to collect just the necessary information needed to do this goal based single need analysis.	View
Finametrica
FinaMetrica Risk Profile	View

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 '''FinaMetrica Risk Profile'''
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-[https://www.planpluswebadvisor.com/wa/pdfs/FinametricaQuestionaire.pdf '''View''']
+[http://www.planplus.com/presentations/virtualTraining/vtrain/FAQ/MalaysiaRiskProfileQuestionnaire.pdf '''View''']
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 |}