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Why is the process of prioritising the protection needs of your client important?

Why is the process of prioritising the protection needs of your client important?

A.

To establish the net worth of your client

B.

It provides an opportunity to establish a benchmark

C.

To protect your firm from risk

D.

It allows you and the client to agree on an affordable plan

CISI ICWIM Summary

  • Vendor: CISI
  • Product: ICWIM
  • Update on: Jan 2, 2026
  • Questions: 200
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