Time Horizon. When do you expect to need your money? For example, to buy a house, pay for education or to retire. Your investment plan will take into account the timing of your cash flow needs. Financial situation: The money you have available to invest will have an impact on which products you should have in your account. You will need to disclose financial assets (deposit, investments) and liabilities (debts, mortgages).
Appears in 2 contracts
Time Horizon. When do you expect to need your money? For example, to buy a house, pay for education or to retire. Your investment plan will take into account the timing of your cash flow needs. Financial situation: The money you have available to invest will have an impact on which products you should have in your account. You will need to disclose financial assets (depositdeposits, investments) and liabilities (debts, mortgages).
Appears in 2 contracts
