What is/are the objective(s) for gathering a clientâs non financial - ProProfs Discuss
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What is/are the objective(s) for gathering a client’s non-financial personal/family information?
(I) to have proper identification of the individual beneficial owner and account holder
(II) to understand the segmentation of primary and secondary client relationships within the family in order to determine who the key decision makers of the family are
(III) so that the Covered Persons will know what gifts to get for the clients and their family members on social occasions
(IV) to appreciate the evolving individual/family values and social behavior that shapes the hierarchy and various personal relationships of family members, for the purpose of supporting family wealth succession and continuity



A. All of the above
B. II only
C. I and II
D. I, II and III

This question is part of CACS Paper 1 Trial Questions (Client Advisor Competency Standards) CACSPAPER.com
Asked by Cacspaper, Last updated: Aug 23, 2018

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cacspaper

Cacspaper

Answered on Mar 20, 2018

I, II and III
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