International Risk Profiler
Free
1.2.3for iPhone, iPad
Age Rating
International Risk Profiler Screenshots
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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What's New in the Latest Version 1.2.3
Last updated on Jun 4, 2021
Old Versions
• Updated financial figures as at June 2021
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Version History
1.2.3
Jun 4, 2021
• Updated financial figures as at June 2021
1.2.1
Nov 23, 2020
• Updated financial figures
1.2.0
Sep 7, 2020
• Updated financial figures
• Added Hong Kong investors declaration to PDF output
• Added Hong Kong investors declaration to PDF output
1.1.3
Jul 9, 2020
• Content updates
1.1.2
Jun 4, 2020
• Updated financial figures
1.1.1
Feb 25, 2020
• Updated app store information
1.0.3
Jun 19, 2019
• Updated financial figures
• Updated app icon
• Updated app icon
1.0.2
Feb 13, 2019
• Updated Risk Level outcome figures as of February 2019
1.0.1
Nov 28, 2018
• Updated Risk Level outcome figures as of November 2018
1.0.0
Nov 7, 2018
International Risk Profiler FAQ
Click here to learn how to download International Risk Profiler in restricted country or region.
Check the following list to see the minimum requirements of International Risk Profiler.
iPhone
iPad
International Risk Profiler supports English
