14 February, 2021

Checklist When Considering Financial Products

The following is an article from the Sunday Times, on the 03rd June 2018.  It talks about the misbehaviour of financial services consultants.  The cases are over, but there will always be new cases.  Like any industry, there are exceptional professionals, and there are those who are less than ethical.  The following article has a checklist that is useful for any person considering financial products, and engaged in active financial planning.  The checklist is meant to be a guide.  A financial services consultant is still required.





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