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(b) Using the information contained in Appendix 1.1, discuss the financial perfo

2021-04-25   

(b) Using the information contained in Appendix 1.1, discuss the financial performance of HLP and MAS,

incorporating details of the following in your discussion:

(i) Overall client fees (total and per consultation)

(ii) Advisory protection scheme consultation ‘utilisation levels’ for both property and commercial clients

(iii) Cost/expense levels. (10 marks)

正確答案:

(ii) As far as annual agreements relating to property work are concerned, HLP had a take up rate of 82·5% whereas MAShad a take up rate of only 50%. Therefore, HLP has ‘lost out’ to competitor MAS in relative financial terms as regardsthe ‘take-up’ of con

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