IN 2 Pages
Create a mutual fund investment
plan for Betty Johnson, based on her cash flow surplus and available
investment assets (cash flow analysis and financial profile provided).
Use a report format that includes an analysis of her financial situation
followed by recommendations that satisfy all of her financial
objectives.
The report should be typed and include a cover page,
brief introduction, and recommendations for each objective. Make sure
you explain the reasons for your recommendations, e.g. “why” the fund is
suitable for Betty given the circumstances. You also need to indicate
the fees the client will be paying on mutual funds you recommend,
including your compensation. Assume that deferred sales compensation
(DSC) is no longer available.
I have attached additional materials to guide you
Delivering a high-quality product at a reasonable price is not enough anymore.
That’s why we have developed 5 beneficial guarantees that will make your experience with our service enjoyable, easy, and safe.
You have to be 100% sure of the quality of your product to give a money-back guarantee. This describes us perfectly. Make sure that this guarantee is totally transparent.
Read moreEach paper is composed from scratch, according to your instructions. It is then checked by our plagiarism-detection software. There is no gap where plagiarism could squeeze in.
Read moreThanks to our free revisions, there is no way for you to be unsatisfied. We will work on your paper until you are completely happy with the result.
Read moreYour email is safe, as we store it according to international data protection rules. Your bank details are secure, as we use only reliable payment systems.
Read moreBy sending us your money, you buy the service we provide. Check out our terms and conditions if you prefer business talks to be laid out in official language.
Read more
Recent Comments