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Financial advisory
RES5Financial Advisory Services✓An adviser wants to establish whether a fund is suitable for a client. According to the note, on what should the adviser rely rather than the fund's name alone?
The prospectus and product highlights sheet disclose the objective, permitted investments, risk factors and fees, so the adviser must read them to establish suitability rather than rely on the fund's name.
Treating a catchy fund name, past return or fund size as a substitute for reading the prospectus disclosures.
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