If your advisor is unfamiliar with your financial situation, objectives and financial needs, he or she will not be able to serve you in the best possible way. Knowing one’s client is an ethical rule. It is not an optio - Optio - Document - PDFSEARCH.IO

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	If your advisor is unfamiliar with your financial situation, objectives and financial needs, he or she will not be able to serve you in the best possible way. Knowing one’s client is an ethical rule. It is not an optio Add to Reading List Document Date: 2013-07-11 16:14:28 Open Document File Size: 68,77 KB Share Result on Facebook IndustryTerm personal finance expert / / / Position advisor / advisors / / URL www.chambresf.com / / SocialTag Advice Question

If your advisor is unfamiliar with your financial situation, objectives and financial needs, he or she will not be able to serve you in the best possible way. Knowing one’s client is an ethical rule. It is not an optioAdd to Reading List