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- UID
- 223291
- 帖子
- 258
- 主题
- 129
- 注册时间
- 2011-7-11
- 最后登录
- 2013-10-9
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| One should present the clients with investment statements quarterly.. but i am not sure if there is a time frame for updating client info.. I guess it should always be aligned with the clients risk tolerance and objectives and hence be as up to date as possible. |
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发表于 2011-7-13 16:44
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