價格：免費
更新日期：2019-06-19
檔案大小：19.6 MB
目前版本：1.0.3
版本需求：需要 iOS 9.0 或以上版本。與 iPhone、iPad 及 iPod touch 相容。
支援語言：英語
Risk Profiler
Old Mutual International (part of Old Mutual Wealth/Quilter)
This app is for financial advisers only.
Getting your clients to understand and agree their ‘appetite for risk’ is one of the key stages in the investment process. This app allows you to complete a risk questionnaire with your client, get a risk score and then discuss what that score means, during a single meeting.
You can add your own logo and include some personalised comments; then save it as a PDF, and share it with your client. For completeness of your files and audit trail, the print out includes all your client's answers and space for them to sign and date it.
Whilst risk scoring is helpful, it should not be solely relied on. We would encourage you to review the ‘investment and funds’ section of our website www.oldmutualinternational.com.
Old Mutual International does not provide investment advice. This material is provided for information purposes only, and should not be relied or acted on by the recipient. It is not a recommendation to buy, sell, or hold a particular investment.
For company details, please visit:
www.oldmutualinternational.com
www.oldmutualinternational.com/hk
支援平台：iPhone, iPad