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South African Institute of Stockbrokers Occupational Certificate: Financial Markets Practitioner (ID 936030 External Integrated Summative Assessment 2018 Exemplar Paper: Paper 1 Investment Advice
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To fill out paper 1 investment advice, follow these steps:
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Start by reading the instructions carefully.
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Fill in your personal information such as name, address, and contact details.
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Provide information about your financial goals and objectives.
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Specify your current financial situation, including income, expenses, and assets.
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List any existing investments and their performance.
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Analyze your risk tolerance and investment preferences.
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Based on your risk profile, propose suitable investment recommendations.
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Who needs paper 1 investment advice?

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Paper 1 investment advice refers to the initial recommendations provided to a client regarding investment opportunities and strategies.
Financial advisors, investment firms, and professionals in the financial services industry are required to file paper 1 investment advice for their clients.
Paper 1 investment advice should be filled out with detailed information on the client's financial situation, investment goals, risk tolerance, and recommended investment products.
The purpose of paper 1 investment advice is to help clients make informed decisions about their investments and achieve their financial goals.
Paper 1 investment advice must include details on the client's financial profile, investment objectives, recommended investment products, and any potential risks associated with the investments.
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