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Financial instrument for matching an individual's investment portfolio to their lifestyle, whereby the risk associated with a person's lifestyle and their stage in life are considered in planning an investment portfolio.
Financial instrument for matching an individual's investment portfolio to their lifestyle, whereby the risk associated with a person's lifestyle and their stage in life are considered in planning an investment portfolio.
Finance instrument for reducing the risk arising from an individual's personal lifestyle. Accordingly the risk element arising from an individual's lifestyle is incorporated within the individual's investment portfolio or funds in order to generate a personalized portfolio.
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