บวนการในการให้บริการ wealth advice แบบครบวงจร 5 กระบวนการ ดังนี้ (1) การส ารวจและรู้จักตัวตนของลูกค้า (explore & understand) การตรวจสุขภาพทางการเงิน เพ่ือให้ได้มาซ่ึงข้อมูลที่เพียงพอเก่ียวกับระดับ ความ
าเตือนและการเปดิเผยในเรื่องต่างๆ (เช่น ความเส่ียงที่ ส าคัญของกองทุน เป็นต้น) เป็นอย่างดีแล้ว I hereby confirm that I have received and understand the prospectus, Fund details and any related
safety and hygiene standards, including physical distancing, safety and hygiene and contactless in restaurants and hotels, by training staff to understand the New Normal or the new standard in response to
) was made to disclose information and the vision of the management in order to assist investors to better understand the company's financial status and operation. It also supports the "Good Corporate
, underwriters, arrangers, placement agents and others may use to understand the characteristics of any given Green Bond. The GBP emphasise the required transparency, accuracy and integrity of the information that
and the related impact, and timing of such impact, on the bond’s financial and/or structural characteristics; and • any information enabling investors to understand the time horizon of an SPT in
number of pages • Language: Concise and easy-to-understand language shall be used. If technical terms are used, further explanation thereon may be added at the end of the factsheet. • Font: The management
Factsheet 1. Guidelines on the use of language, font and number of pages • Language: Concise and easy-to-understand language shall be used. If technical terms are used, further explanation thereon may be
more informed, investors should understand key information of mutual funds. In addition, low-cost and rule-based investment strategies such as Strategic Betas have been gaining popularity in many markets
: describe management’s role in assessing and managing climate-related risks and opportunities Fiduciary duty: clients rely on reporting/information from asset managers to understand how climate-related risks