Question: Task 13 Identify the clients' complex broking needs Prepare a list of questions that you would need to ask Tom and Steve about their history


Task 13 Identify the clients' complex broking needs Prepare a list of questions that you would need to ask Tom and Steve about their history and experience, and the unit purchase. In preparing your list of questions you should ensure that you cover the following: o The complex features of Tom's and Steve's situation and objectives. 0 Potential risks and Tom's and Steve's tolerance of risk. In considering risk you should consider: how you would identify the risks and the criteria you used to evaluate these risks how you would assess their current exposure, the tools you would use in terms of probability, impact and the consequences. (800 words)
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