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Wealth Management User Manual Oracle Banking Digital Experience Release 22.1.0.0.0 Part No. F5693401May 2022Wealth Management User Manual May 2022Oracle Financial Services Software Limited Oracle
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The wealth management user manual is a document that outlines the guidelines, policies, and procedures for managing wealth and financial assets.
Wealth management firms, financial advisors, and other professionals involved in managing wealth are required to file the user manual.
The user manual should be filled out by providing detailed information on the firm's wealth management processes, policies, and procedures.
The purpose of the user manual is to ensure that wealth management practices are conducted in a transparent and compliant manner.
The user manual must include information on risk management, investment strategies, client communication, and compliance procedures.
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