PRESS RELEASE 30 OCTOBER 2013
NEW ARTICLE ON INVESTMENT PLANNING ON THE PROTECT YOUR MONEY WEBSITE
Today, the Jersey Financial Services Commission (the “Commission”) placed a new consumer education article on the Commission’s Protect Your Money - www.protectyourmoney.je - website. The article titled “Investment Planning – Where to begin!” takes the form of an interview between John Cronin, CFA, and Francis Katamba.
The interview takes the reader through several steps of the investment planning process. Topics covered include setting risk and return objectives, and the impact of liquidity needs and time horizon on how much risk an investor is able to take and, consequently, the level of return they should seek to achieve.
John Harris, the Director General of the Commission, remarked that:
“This article is aimed at helping Jersey residents to make better investment decisions. As one of an occasional series, the article provides a useful checklist that investors should consider before they invest, whether they manage their own investments or use the services of a financial adviser.”
- Ends -
For further information please contact: -
Mike Jones - Acting Director, Securities
Jersey Financial Services Commission
Tel: + 44 (0) 1534 822172
Fax: + 44 (0) 1534 822002
- Notes to Editors -
Protect Your Money is a consumer education initiative from the Jersey Financial Services Commission. The aim of this website is to provide consumers with clear, impartial information and guidance in relation to financial products, so that they can have greater control of their financial affairs and the confidence to make informed decisions when choosing such products.
John Cronin is a Chartered Financial Analyst (CFA) with over 20 years of experience as a financial markets professional. During this time he has worked as a stockbroker, stock analyst and portfolio manager.
Francis Katamba is qualified lawyer, with over 10 years of professional experience in corporate finance and commercial law.
Both John and Francis are senior managers in the policy section of the Securities Division at the Commission.