是个人信息的部分？

NO.PZ2018091705000108 问题如下 Henlopen McZhis a private wealth manager. After a successful introctory meeting with NescopeCree, she is meeting again with this new client to pla wealth management strategy. McZhseeks aitionpersoninformation from Cree. McZhlearns thCree is 45 years olanis currently employeattorney. Cree ha number of specific financigoals thhe wishes to achieve in the future but hno particulreturn objective for his portfolio. Because he hbeen investing for 20 years, Cree is comfortable with morate levels of market volatility. His employment provis for his current expenses, so Cree’s liquity requirements are minimal. Cree prefers to have his environmentansociconcerns reflectein his investment choices.scuss aitionpersoninformation thMcZhshoulgather from Cree in orr to properly aise this new client. McZhshoulobtain the following aitionpersoninformation from Cree:■● Family situation: Maritstatus, chilen angranhilen, ages of family members■● Intification: Copy of iver’s license or passport■● Aitioncareer information: Future aspirations for career, business, anretirement■● Investment backgroun● More tails on financigoals anrisk toleranceMcZhhalrea learneabout Cree’s current employment, experienwith market volatility, interest in meeting specific goals rather tha particulreturn objective, low current liquity nee, aninvestment preferences baseon his environmentansociconcerns. Now thCree hbecome a private client, a starting point of the relationship is for McZhto learn about his client’s family situation, sumaritstatus, chilen angranhilen, anages of family members. McZhshoulalso obtain proof of client intification (copy of iver’s license or passport). Cree’s employment ancareer information is important, is scussion about his future career, business, anretirement aspirations. In aition, wealth managers shoulassess the client’s investment backgroun part of the investment backgrounconversation, the wealth manager shoultermine whether the client hexplicit return objective or specific investment preferences. Finally, a taileconversation about the client’s financiobjectives/goals anrisk toleranis part of the personal- information- gathering process. 这里的知识点定位是写IPS之前的准备，定位到了personinformation(FIIICC)哪里，我答题的时候定位到写IPS过程中的backgrounaninvestment objectives，请问如何在题目中读出知识点定位的不同？

NO.PZ2018091705000108 问题如下 Henlopen McZhis a private wealth manager. After a successful introctory meeting with NescopeCree, she is meeting again with this new client to pla wealth management strategy. McZhseeks aitionpersoninformation from Cree. McZhlearns thCree is 45 years olanis currently employeattorney. Cree ha number of specific financigoals thhe wishes to achieve in the future but hno particulreturn objective for his portfolio. Because he hbeen investing for 20 years, Cree is comfortable with morate levels of market volatility. His employment provis for his current expenses, so Cree’s liquity requirements are minimal. Cree prefers to have his environmentansociconcerns reflectein his investment choices.scuss aitionpersoninformation thMcZhshoulgather from Cree in orr to properly aise this new client. McZhshoulobtain the following aitionpersoninformation from Cree:■● Family situation: Maritstatus, chilen angranhilen, ages of family members■● Intification: Copy of iver’s license or passport■● Aitioncareer information: Future aspirations for career, business, anretirement■● Investment backgroun● More tails on financigoals anrisk toleranceMcZhhalrea learneabout Cree’s current employment, experienwith market volatility, interest in meeting specific goals rather tha particulreturn objective, low current liquity nee, aninvestment preferences baseon his environmentansociconcerns. Now thCree hbecome a private client, a starting point of the relationship is for McZhto learn about his client’s family situation, sumaritstatus, chilen angranhilen, anages of family members. McZhshoulalso obtain proof of client intification (copy of iver’s license or passport). Cree’s employment ancareer information is important, is scussion about his future career, business, anretirement aspirations. In aition, wealth managers shoulassess the client’s investment backgroun part of the investment backgrounconversation, the wealth manager shoultermine whether the client hexplicit return objective or specific investment preferences. Finally, a taileconversation about the client’s financiobjectives/goals anrisk toleranis part of the personal- information- gathering process. 是不是就不需要回答除了家庭情况和身份证之类的信息了？因为好似文中也已经涉及到。