[mk_table title=”Checklists and Templates” style=”style2″]
[/mk_table]
| Dimension | ||
|---|---|---|
 |
The client understands the risks associated with their investment program | 2.1 |
|
You are circumspect in planning and action to mitigate or manage risks | 2.1 |
|
You have the capacity to bear uncertainty (risk) with fortitude and calm | 2.1 |
|
You consider the asset class preferences of the client | 2.1 |
|
You have analyzed the time horizons associated with each of the client’s goals and objectives | 2.2 |
|
You have identified the client’s tactical, short-term objectives | 2.2 |