Sense check investment advice
Following a recent FSA seminar on investment advice, it has been suggested by the regulator that all investment recommendations are subjected to a “sense check”.
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Following a recent FSA seminar on investment advice, it has been suggested by the regulator that all investment recommendations are subjected to a “sense check”.
Informed Choice chartered financial planner Martin Bamford dissects the FSA Guidance Paper on assessing suitability when it comes to establishing the risk an investor is prepared to take with their money.
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