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When choosing between providers of Investment Products, what are the major considerations?


Most providers have very similar investments products. What influences peoples' choices between different service providers?

There are a couple of key issues. Ideally you want to work with someone who is not captive, meaning that they can sell you investments from any company, not just the one they work for. The most important consideration however is trust. Only work with someone you know has your best interest in mind.

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