Which of the following elements would be included in a recommendation report to a client?

Which of the following elements would be included in a recommendation report to a client?
A . Previous arrangements
B . Restrictions
C . Cost of living
D . Rate of inflation

View Answer

Answer: A

Explanation:

A recommendation report for a client should contain comprehensive details of their existing financial arrangements. This ensures that advice aligns with the client’s goals and existing commitments. The inclusion of previous arrangements helps provide a full financial picture and ensures the recommendations are appropriate.

[Reference: ICWIM, Topic: Client Fact-Finding and Report Writing., , ]