Ian Parker, partner at IFA firm Parker Kelly, explains the makeup of a possible structured product investor.
Independent financial advisers with a truly whole of market approach to financial planning are obliged to consider the appropriate use of structured products in the right set of circumstances for the right type of client. Let's start by summarising the key points for a private client, with reference to the Financial Services Authority - treating customers fairly - structured investment products briefing document. The key points are summarised as follows: Carry out due diligence when selecting the securities issuer, using a range of sources. Assess continually any risks posed to th...
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