erstellt am 18-07-2018 um 11:34 Uhr      

It is imperative that clients understand the type of advice being provided and it is important to understand that General Advice gives no consideration to the clients personal circumstances, financial situation or needs. This means it is up to the client to decide whether the investment strategy, portfolio or trade idea is appropriate for their situation. Robust discussions around risk, reward and strategy management should be held between adviser and client due to the fact the client is assuming responsibility for decision making. Under General advice the adviser is able to provide a viewpoint and product related information based on their analysis.
http://www.forexwealthstrategys.com/

erstellt am 17-07-2018 um 13:39 Uhr      

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erstellt am 14-07-2018 um 20:24 Uhr      

Cheers,
Kazafi

erstellt am 14-07-2018 um 13:13 Uhr      

The eligible securities brought into the demat account, as declared or designated by the new retail investor, will automatically be subject to lock-in during its first year, unless the new retail investor specifies otherwise and for such specification, the new retail investor will submit a declaration in Form B indicating that such securities are not to be included within the above limit of investment. If the investment is made in the beginning months of a financial year, the inves tment may be locked in for more than three years. Since the i nvestor is given the flexibility (of no lock - in) for around 90 days in each of the flexible lock - in period, this extra lock - in period in the first year is sort of compensated for. The period of two years beginning immediately after the end of the fixed lock - in period shall be cal led the ‘Flexible Lock - in' period.