- #1
eassam
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I got this please help!
Scenario:
You are a financial advisor employed by a well-respected firm of stockbrokers, Krook and Dodgy. A large lotto winner, Sheryl, has approached your firm for advice on what to do with her winnings. Sheryl is in her early forties, has three teenage children, is divorced and is a part-time shop assistant. She is hoping to gain a secure source of income to supplement her meager wages and to help pay for children's education at school and University. However, she is also concernced that her low wages have prevented her from making adequate provision for her financial security when she retires.
Your company's policy is that each potienal client should receive a personalized "Investment-Brief" which takes their circumstances into account, while providing them with the information necessary to make an informed decision about the purchase of assests to best met their financial goals.
The Task:
Write an investment brief for Sheryl's circumstances. Include the following information.
1. A brief summary of the types of assests that she could purchase.
2. An outlinge of the different risk categories for equity assests(shares)
3. An explanation of the key principles used to reduce risk and maximise return from assests purchased when putting together an assest portfolio.
4. the current market situation for equit assests(with factual supporting evidence)
5. your recommendations for:
the types of assests she could purchase (including specific, examples)
te proportion of her winnings she could allocate to, and within, each assest type
the approach she take to purchasing equity assests
6. The reason(s) for each of your recommendations, including information to support your conclusions.
Scenario:
You are a financial advisor employed by a well-respected firm of stockbrokers, Krook and Dodgy. A large lotto winner, Sheryl, has approached your firm for advice on what to do with her winnings. Sheryl is in her early forties, has three teenage children, is divorced and is a part-time shop assistant. She is hoping to gain a secure source of income to supplement her meager wages and to help pay for children's education at school and University. However, she is also concernced that her low wages have prevented her from making adequate provision for her financial security when she retires.
Your company's policy is that each potienal client should receive a personalized "Investment-Brief" which takes their circumstances into account, while providing them with the information necessary to make an informed decision about the purchase of assests to best met their financial goals.
The Task:
Write an investment brief for Sheryl's circumstances. Include the following information.
1. A brief summary of the types of assests that she could purchase.
2. An outlinge of the different risk categories for equity assests(shares)
3. An explanation of the key principles used to reduce risk and maximise return from assests purchased when putting together an assest portfolio.
4. the current market situation for equit assests(with factual supporting evidence)
5. your recommendations for:
the types of assests she could purchase (including specific, examples)
te proportion of her winnings she could allocate to, and within, each assest type
the approach she take to purchasing equity assests
6. The reason(s) for each of your recommendations, including information to support your conclusions.
