A customer profile forms the basis of consultation and wealth management services.
This profile includes information about the client which could be relevant to the delivery of optimal consultation or asset management services.
Additionally, details about retirement funding or inheritance considerations, for example, may be included in a customer profile.
Wealth managers are obliged to consider a customer’s profile when providing that customer with consultation or wealth management services. The customer profile falls under the “Know Your Customer” obligation to base services on customer data.
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