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Financial advisory
RES5Financial Advisory Services✓An adviser is screening prospects to find clients for whom a portfolio bond is genuinely well-suited. Which client profile is the STRONGEST candidate?
The product's main attractions are convenience and flexibility for investors holding a portfolio of several funds, and favourable tax treatment for insurance products, which particularly benefits investors in high tax brackets. Such a client is the best fit.
The distractors each match a group the product is UNSUITABLE for: pure-protection seekers (low death cover), short-horizon investors (high charges), and those wanting a principal guarantee (none exists).
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