The latest research from Incisive Buzz asks do you currently recommend guaranteed funds? Comments we...
The latest research from Incisive Buzz asks do you currently recommend guaranteed funds? Comments were as follows: Those who said Yes • Occasionally. • When appropriate. • Only if the clients' needs and risk profile indicate that there is a reason to do so. • Only for elderly clients and risk adverse. • We only use the protected funds produced by Close. All structured products seem too high risk and high cost for clients. • Any recommendation would depend on the client's attitude to risk. Those who said No added: • The guarantee comes at a price. • Don't like them at al...
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