n NISM Certifications
XVII NISM Series XVII
Medium

When advising a subscriber on a retirement scheme, the adviser should primarily consider the subscriber’s current financial details, demographic profile, retirement goals, dependents, and health history.

Practice question from NISM Series XVII- Retirement Adviser Mock Test 1 — bank. The correct answer is highlighted below with a full explanation.

Options

  1. A

    The current performance of different asset classes and the future expectations

  2. B

    The returns expected by the subscriber for enabling the accumulation of retirement corpus

  3. Current financial details, demographic details, retirement goals, dependents, health history etc.

    Correct answer

  4. D

    All of the above

A full explanation for this question is being written. In the meantime, the correct answer is highlighted above.

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