14 August 2020
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Dynamic Planner has expanded its risk profiling service to include investment trusts for the first time
Dynamic Planner has expanded its risk profiling service to include investment trusts for the first time as it seeks to enable consistency in assessing suitability regardless of the investment vehicle.
Seneca Global Income & Growth Trust is the first to be included in the service and has been assigned a Dynamic Planner Risk Profile score of seven out of a maximum possible ten. To date, the firm provides...
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