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Refers to the optimisation of private assets, pension plans, taxes, property/inheritance matters and income/expenses budgets for the financial realisation of personal targets and requirements (early retirement, home purchasing, emigration etc.) or for addressing financially critical phases (retirement, divorce, disability etc.). Financial planning is carried out with no reference to products or suppliers.

Term-Nr.: 376

German: Finanzplanung (339)

Source: Swiss Fund Guide 2010 m. e. E., 20.04.2010

Notice: The contents of this terminology collection Lawpedia® with a focus on business law (especially financial market law) have been researched with great care and compiled on the basis of an extensive flash card, training materials and literature. The various sources (as far as they could be found) can be found in the abbreviations and source references. References to other sources are welcome. Despite the care taken, the provider cannot accept any liability for the accuracy, completeness and topicality of the information provided. The information is of a general nature in particular and does not constitute legal advice in individual cases.

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