QFA Financial Advice Practice Questions - QFA Financial Advice (LIA IOB, Ireland) Exam

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When completing a financial fact-find for a couple planning retirement, which approach best satisfies the Consumer Protection Code requirement to "know your customer"?

Interview only the higher earner to save time Ask only about products the firm sells Rely on information from a previous adviser from five years ago Gather information on both partners' incomes, pensions, debts, dependants, and joint objectives

Correct Answer:

Gather information on both partners' incomes, pensions, debts, dependants, and joint objectives

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