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The Reason For Change
A) Investment values are declining while the cost to service is increasing.
B) Administration is becoming a challenge and is adding overheads.
C) Specific communication is getting difficult as your investment is growing (losing understanding).
D) Investment monitoring and breakdown is becoming time consuming and at times inconsistent,
often focused only on investment performance and not the “soft issues” of management.
E) As competition increases, it has become harder to preserve key client relationships.
F) Observance and management of investment activities are becoming a greater burden.
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