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Discovering suitable funds to match your clients' risk objectives

Group 11001

EV Risk Profiler

A psychometric questionnaire that enables you to accurately establish your clients’ attitude to risk. Identify how comfortable your client is with the volatility of their investment journey and communicate investment risk in an easy to understand way. This includes using a risk scale, clear descriptions and helpfully flags the chance of being in neighbouring risk categories.

Risk Profiler

 

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