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PENSION CONSULTANCY
Discuss customer requirements
Explain options available
Agree next steps
Meeting duration approx. 1hr
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OASI
CHF 0.- / h
TAX OPTIMISATION

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Explain options available
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Meeting duration approx. 1hr
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2a 2b
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FINANCIAL ADVICE

Discuss customer requirements
Pre-requisites for investing
Understand compound interest
Determine customer risk profile
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Meeting duration approx. 1hr
3a 3b
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