A Glossary Of Financial Planning Law

The list of words covered in this glossary address various areas of this environment: estates, retirement, health-care, short–term insurance, investments, denominations of currency, behavioural finance and business entities. The purpose of this first edition is not to try and provide a “completed” Glossary describing all relevant terminology but rather to have the approach of a continuing development of the Glossary, thus ensuring that it remains relevant not only as a students’ textbook but also as a source of updated reference for the busy financial practitioner.