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Client Suitability Assessment Form

Client Suitability Assessment Form

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  1. Obtain client suitability assessment and then click Get Form to begin.
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Video instructions and help with filling out and completing Client Suitability Assessment Form

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Instructions and help about Client Suitability Assessment Form

greetings from the Mel Learning Academy this video will help you complete the suitability assessment form or in short the essay form which is now mandatory when submitting fresh sales at first glance this new requirement by the Securities Commission appears daunting I believe however it will be a great help in aiding all macro Mutual advisers better heed one of Mac seven principles of Ethics specifically professionalism if approached with the right attitude this essay form is a Great Leap Forward for our industry when used properly it will enhance the professionalism and image of mackle's unit trust advisors this is because this essay form helps us Place investors interests first I believe that through its mandatory use throughout Malaysia mere product pushing will fade away in time and be replaced by process-based guidance for our clients this new form is in line with the way mael chooses to carry out its business as a utmc or unit trust management company those of you who&

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