La participation financière des usagers est fixée par le règlement départemental de l'aide sociale
Portfolio summary reports offer an overview of the client's investment holdings, including asset allocation, diversification, and the percentage of investments in different asset classes (e.g., stocks, bonds, real estate).
These reports outline the client's overall financial plan, including goals, strategies, and recommendations for achieving those goals. They can cover topics like retirement planning, education funding, estate planning, and more.
Risk assessment reports help clients understand their risk tolerance and the level of risk in their investment portfolio. Advisors may use tools to quantify risk and ensure that the client's investments align with their risk tolerance.
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