This text explains, with the use of self-training modules, how to give financial advice as an integrated part of the legal services solicitors already provide. It advises readers in each of the practical aspects of providing financial services, including a precedents section, which includes client care letters, factfind forms, letters of instruction, flowcharts and checklists. Updating releases, issued every two months, included "Best Advice Tables", detailing the leading life, insurance, pension and investment opportunities in each of 13 categories.
Sprache
Verlagsort
Verlagsgruppe
Zielgruppe
Für höhere Schule und Studium
Für Beruf und Forschung
Illustrationen
Maße
ISBN-13
978-0-421-51050-0 (9780421510500)
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Schweitzer Klassifikation
Costs and earnings potential of financial services. Compliance requirements explained and simplified. Financial services matters related to the legal work from which they arise. Information assisting readers to acquire the relevant technical expertise. How to market financial services to clients and potential clients.
