Q. A. Facts: John and Jane Client (the same clients from the first two assignments)

| April 14, 2018

Q. A. Facts: John and Jane Client (the same clients from the first two assignments) schedule a joint appointment with you to discuss their investment portfolio and other investment opportunities. After a few minutes of chitchat, Jane kicks-off the meeting with several investment choices she would like you to review before she commits to investing in them. According to your notes you took during the meeting, the following are Jane’s investment. Questions1) she has been given an option to re … 

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