This app is for UK financial advisers only. Getting your clients to understand and agree their â€˜appetite for risk` is one of the key stages ...
This app is for UK financial advisers only. Getting your clients to understand and agree their â€˜appetite for riskâ€™ is one of the key stages in the investment process. The task of risk profiling and risk discussion can however be time consuming. Completing the client questionnaire, inputting the answers online and then discussing the results are typically done at separate times. To make the whole process more efficient for you and your clients, this app does it all in one go. It allows you to complete the questionnaire, get the risk score and then discuss with your client what that risk score means, during a single meeting. The agreed risk level can then be emailed back to your office for use with Skandiaâ€™s online investment tools. www.skandia.co.uk Skandia MultiFUNDS Limited is authorised and regulated by the Financial Conduct Authority. Skandia MultiFUNDS Assurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Their Financial Services register numbers are 165359 and 207977 respectively. VAT number 386 1301 59.
Size: 13.55 MB
Price: 0,00 €
Day of release: 0000-00-0