1) In today’s financial planning practices, most planners use a ‘platform’ for their clients’ investments.
a) Describe the differences between a WRAP and a Master Fund?
b) What are the benefits for a planner in using a ‘platform’?
c) Explain the purpose of an Approved Product List (APL).
d) If a planner is recommending a particular Fund within a WRAP platform, what additional research must the planner do beyond the APL?
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