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Defining
your needs
your needs
Your manager will help you define your objectives so as to determine your investment profile and create a tailored portfolio, taking particular account of:
• your legal and fiscal constraints
• the structure of your family
• your risk tolerance
• your reference currency
• your performance benchmark (absolute or indexed)
• your time frame
• your expectations in terms of income level and frequency
• your legal and fiscal constraints
• the structure of your family
• your risk tolerance
• your reference currency
• your performance benchmark (absolute or indexed)
• your time frame
• your expectations in terms of income level and frequency
