International Risk Profiler
Free
1.2.3for iPhone, iPad
Age Rating
International Risk Profiler 螢幕截圖
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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最新版本1.2.3更新日誌
Last updated on 2021年06月04日
歷史版本
• Updated financial figures as at June 2021
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Version History
1.2.3
2021年06月04日
• Updated financial figures as at June 2021
1.2.1
2020年11月23日
• Updated financial figures
1.2.0
2020年09月07日
• Updated financial figures
• Added Hong Kong investors declaration to PDF output
• Added Hong Kong investors declaration to PDF output
1.1.3
2020年07月09日
• Content updates
1.1.2
2020年06月04日
• Updated financial figures
1.1.1
2020年02月25日
• Updated app store information
1.0.3
2019年06月19日
• Updated financial figures
• Updated app icon
• Updated app icon
1.0.2
2019年02月13日
• Updated Risk Level outcome figures as of February 2019
1.0.1
2018年11月28日
• Updated Risk Level outcome figures as of November 2018
1.0.0
2018年11月08日
International Risk Profiler FAQ
點擊此處瞭解如何在受限國家或地區下載International Risk Profiler。
以下為International Risk Profiler的最低配置要求。
iPhone
iPad
International Risk Profiler支持English
