PCG 2: Risk Tolerance (RTQ)

The NSR is a first meeting summary and actions report. So it can be an onboarding meeting with contract sign up + fee agreement, risk tolerance questionnaire or a follow up to an introductory meeting on a new area such IHT for an existing client.

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GENERAL CONTENT

V445 Sim PG 

Date: July 2017

Length: 25 minutes

RTQ simulation number 3 for paula Guedes with Rob Agnew

V687 Sim TM

Date: September 2017

Length: 25 mins

RTQ simulation number 3 for tatenda with Rob Agnew

v675 Sim SM 

Date: September 2017

Length: 39 mins

RTQ simulation number 2 for Shingirai with Rob Agnew

V676 Sim TM 

Date: September 2017

Length: 40 mins

RTQ simulation number 2 for Tatenda with Rob Agnew

V1578 PCG2 RTQ SoA IW 

Date: Jan 2020

Length: 20 minutes

PCG2 risk tolerance questionnaire meeting no. 3 with IW and RA

SPECIALIST CONTENT