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Checklist – Investing outside Canada

Check List Check List
Preview of Checklist - Investing outside Canada

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Checklist – Investing outside Canada

  1. Risk: Can your client handle the key risks associated with global investing?
    1. a. Currency risk
      1. i.      Yes ____
      2. ii.      No ____
    2. b. Political risk
      1. i.      Yes ____
      2. ii.      No ____
    3. c. Tax risk
      1. i.      Yes ____
      2. ii.      No ____
    4. d. Capital market integrity risk
      1. i.      Yes ____
      2. ii.      No ____

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