International Risk Profiler
Free
1.2.3for iPhone, iPad
Age Rating
لقطات الشاشة لـ International Risk Profiler
About International Risk Profiler
Risk Profiler
Quilter 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.quilterinternational.com.
Quilter 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.quiltermutualinternational.com
www.quilterinternational.com/hk
Quilter 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.quilterinternational.com.
Quilter 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.quiltermutualinternational.com
www.quilterinternational.com/hk
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تحديث لأحدث إصدار 1.2.3
Last updated on 04/06/2021
الإصدارات القديمة
• Updated financial figures as at June 2021
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Version History
1.2.3
04/06/2021
• Updated financial figures as at June 2021
1.2.1
23/11/2020
• Updated financial figures
1.2.0
07/09/2020
• Updated financial figures
• Added Hong Kong investors declaration to PDF output
• Added Hong Kong investors declaration to PDF output
1.1.3
09/07/2020
• Content updates
1.1.2
04/06/2020
• Updated financial figures
1.1.1
25/02/2020
• Updated app store information
1.0.3
19/06/2019
• Updated financial figures
• Updated app icon
• Updated app icon
1.0.2
13/02/2019
• Updated Risk Level outcome figures as of February 2019
1.0.1
28/11/2018
• Updated Risk Level outcome figures as of November 2018
1.0.0
07/11/2018
International Risk Profiler FAQ
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iPhone
iPad
International Risk Profiler هي مدعومة على اللغات English
