Mapping investment product-

更多类似内容

MAT.105X A7

由David Kedrowski

The directors of a property company are looking at whether they shouldconstruct a new office building. The economy is doing well, and the amount ofvacant office space is reducing sharply. As part of their decision they decide to use the 6 Thinking Hats te

由Serik Ayazhan

Nim Nim - Ansoff's Matrix

由Alexandre Isobe

Retail Shop

由Miss Iryannie Bte Zulkifli N/A

Type of investment product

Retirement saving Plan

Autres produits

MAdelin

PERCO

PEE

direct securities

PERP

same as insurance wrapper

Insurrance wrapper VIE and CAPI and PER

UNit linked

FCPR

Structured product

OPCI

SCPI

euro funds

Securities account

low risk

Securities account

OPC - Investment funds

structured product

bonds

liquidity account

PEA or PEA-PME wrapper

discretionnary mandate

Mandate

100% direct securities

Dynamic

Balanced

PEA-PME wrapper

PEA account

ETF

OPC

Direct securities

Liquidity account

specific products

FCPI

Structered product

SCPI

Liquidities account

Autres Livrets

LIVJ

LEP

LDD

Livret A

CEL