NO.PZ2024101802000037
问题如下:
What should include in the background part of IPS?
选项:
解释:
•The background section includes the client’s name, age, and personal details.
•It lists personal and business assets' market value, individual accounts, and their tax status.
•It outlines substantial financial or nonfinancial assets not managed by the wealth manager.
•Describes the family, its members, sources of wealth , and core values.
•Specifies the relevant tax jurisdictions where income and capital gains are taxed.
李老师不是说三点吗?怎么答案多了那么多出来。。。
这样写对吗?
The clinet's personal information like age, family members.
The client's financial situations like the market values of their portfolios.
The client's tax status.