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Constraints

NOT NULL CONSTRAINT -    Ensures that a column cannot have a null value. DEFAULT CONSTRAINT -    Provides a default value for a column when none is specified  UNIQUE CONSTRAINT -   Ensures that all values in columns are different  CHECK CONSTRAINT -   Makes sure that all values in a column satisfy certain criteria  PRIMARY KEY CONSTRAINT -   Used to uniquely identify a row in the table  FOREIGN KEY CONSTRAINT -   Used to ensure referential integrity of the data  Primary Key - is used uniquely to identify each row in a table . It can consist of one or more columns on a table . When Multiple columns are used on a table it is called composite key.  Foreign Key - Foreign key is a column or columns that references a column most often primary key of another table . The purpose of foreign key is to maintain referential integrity of the data. Pg admin  Data base - training - right click on training - query click  Always add semi colen to run the query  Int - integer  varchar - variable charact
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Process of Wealth Management

 Data Gathering - Asking investor what all needs they are aspiring , we will write whatever asset or liability they carry , then ask about vision , goal , his needs and wants .Establishing details about your assets and liabilities , income and expenditure . Understanding arrangements already in place and attitude to investment risk.

Goal setting - Establishing your goals and aspirations for the short and long term . Understanding your commitment to meeting your objectives 

Define The terms and engagement - Wealth manager for providing his service has to define the terms of engagement , the service deliveries and fees the wealth manager is going to charge the client for his service.

Identification of needs - we will analyse your current position and assess any gaps in your situation. Next will identify what needs to be done to meet objectives.

Report preparation- Our analysis and recommendations are presented in written report. This form of basis of formal review at which we agree on an action plan.

Analysing the opportunities and challenge - Analysing the opportunities and challenges is explaining the client the risk factors associated withe each investment alternative that the wealth manager purposes.

Implementation - Effecting the plan will invariably involve new and changed arrangement . we liaise with providers and professionals to implement the agreed plan.

Review and Revision - Wealth management is long term plan that requires regular annual review . Changes in your circumstances were considered as well as fund .

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