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Write an email to basil and daisy to establish

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Question 1: Write an email to Basil and Daisy to establish and confirm their priorities:

1.1. Establishing their risk tolerance and detinvestment goals and expectations.

1.2. Ask for any additional information you require to complete your analysis in accordance with your firm's credit policy.

1.3. Provide Basil and Daisy with an overview of the three best products you believe are most suited to their needs. Be sure to discuss the strengths, weaknesses, benefits and risks, fees and charges attached to each product.

Reference no: EM132936250

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