CMFASPrepRES5
Question 1 of 55Score: 0/0
Free taster · 55 of 1,121 questionsUnlock all 1,121
Part INeeds analysis & disclosure
Case studyMdm Lim, 68, is recently retired with limited investment experience and is not fluent in English. She has S$200,000 in savings and tells you she wants 'the highest returns possible.' A friend recommended a high-risk investment-linked plan (ILP). She also mentions she will likely need most of the money in about 2 years for her daughter's wedding.

Before recommending any product to Mdm Lim, you must:

Education only · independent, not affiliated with MAS/IBF/SCI · questions pending practitioner verification.