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You Are On
Wealth Mgmt |
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 PRODUCT EVALUTION TOOL (PET)
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PET matches clients` needs and preferences with the products available in the market.
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client Preferences
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Captures the personal dimension of decision making whereby the client may have explicit
preferences for a product and/or provider.
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Need Analysis
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Identifies the needs of the client whereby key data are captured such as risk appetite,
amount available for investment and duration. As a result, the product category
can be decided.
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Product Analysis
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Matches the specific client needs and preferences with the right product in the
category.
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Company Evaluation
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Reviews the profile of the provider including service levels and fund performance.
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Solution
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The solution is based on a thorough analysis of the options available. Uniquely,
the analysis is based on the specific needs and preferences of the client and therefore
tailor made.
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Profile
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The client profile is established through a user friendly but comprehensive “Client
Engagement Sheet”. This Includes the personal preferences and the needs of the client.
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