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平安人寿山东分公司2025年金融教育宣传周|适当性原则:选择适合自己的金融产品
Qi Lu Wan Bao·2025-09-12 02:21

Group 1 - The core principle of suitability emphasizes matching financial products to the investor's risk identification and risk-bearing capabilities [1] - Financial markets do not offer a universal investment solution; individual financial status, risk tolerance, investment goals, and experience should guide personalized assessments [1] - Different investors may prefer varying strategies, with some opting for conservative savings and investment approaches while others may seek higher returns by accepting certain risks [1]