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Offer advice to elderly (increase AUM) (German Steer Co (Identify inter…
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By design, currently we order the question about Age as late as possible, as this is a sensitive topic
When elderly select reason House n/a
Saving for children ?
Saving for reirement n/a
Build my wealth
Holiday Travel
Home renovation
Retirement n/a
Add 'Investment for life/bequest'
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Enter Initial contribution, time, monthly contribution
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