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Tools
Deciding exactly which investment is right for your clients can sometimes be a daunting task; after all, their futures lie in your hands.
Our risk profiler tool is intended to help you assess your client's attitude to risk and should form the basis for a discussion with your client on a suitable investment approach.
- Risk Profiler
Everybody's view of risk is different. Some people are comfortable taking risks while others are naturally more risk averse. Our profiler tool aims to help you understand your clients' attitude to risk, which is crucial to choosing their appropriate investment mix.
Risk categories are based on our own analysis and may differ from those provided by other companies.
For professional advisers only
