NO.PZ2024101802000037
问题如下：
What should include in the background part of IPS?
选项：
解释：
•The background section includes the client’s name, age, and personal details.
•It lists personal and business assets' market value, individual accounts, and their tax status.
•It outlines substantial financial or nonfinancial assets not managed by the wealth manager.
•Describes the family, its members, sources of wealth , and core values.
•Specifies the relevant tax jurisdictions where income and capital gains are taxed.
(1)Personal information,like your name,age,family status etc.
(2)Personal and business market vlue.
(3)Your financial and non-financial assets..
(4)Your tax referred information.
