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the fold icons


eSTORE.

Home Wholesale Client Decision Tree

Product Name
For
Price
Purchase
  • Wholesale Client Decision Tree

    $895.00 inc. GST (5 advisers)

    What

    A simple process for identifying wholesale clients

    Suitable for
    • Financial planners
    • Life advisers
    Contains

    A step by step guide to assessing clients against the wholesale client / sophisticated investor tests, covering

    • Who is the client?
    • Applying the tests to different types of entities
    • Applying the tests to different types of advice / service
    • Dealing with SMSFs
    Benefits
    • Covers individuals, companies, trusts and superannuation entities
    • Specific section on SMSFs
    • Outlines each of the wholesale client / sophisticated investor tests
    • Provides various options for the treatment of SMSFs - dependant on risk appetite
    • Detailed guidance notes for easy reference
    • Clear and concise
    • One-stop guide
    Use
    • Integrate into your advice process and/or software
    • Convenient reference guide
    Price is for use by 5 advisers. Discounts are available for purchases for >10 advisers. Contact us for a quote.
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