The IPS Template
The first part of the IPS is concerned with.......
What is the purpose of the IPS?
- To provide the mandate from the client
- To assess the client's capacity for risk
econd part of the IPS
When we meet with the client we need to remember that what we must always do is explain each part of the process:
- Why the IPS is necessary
- Ho9w it is completed initially
- What we do with it on an ongoing basisd