Αποτελέσματα Αναζήτησης
Your investing strategy should reflect the kind of investor you are—your personal investor profile.
An Investor Profile Questionnaire is a form template designed to assess an individual's investment preferences, risk tolerance, financial goals, and overall investment profile.
Get personalized asset allocation suggestions based on your investment objectives and experience, time horizon, risk tolerance, and financial situation.
To help us build an investment portfolio that’s tailored specifically to your needs, it is important that we have a clear understanding of your goals, when you hope to achieve them, and how you feel about the ups and downs we sometimes see in the markets. This questionnaire is designed to provide us with that insight.
Investor profile questionnaire. Find a suitable investment strategy. Your investing strategy should reflect the kind of investor you are—your personal investor profile. This quiz will help you determine your profile and then match it to an investment strategy that’s designed for investors like you.
Customer Investor Profile. Increase your potential for higher returns. This easy-to-use questionnaire has been provided to help you and your Mutual Funds Representative1 create an accurate Investor Profile based on your investment needs, objectives, time horizon and tolerance for risk.
Your client investment profile is the combination of your risk profile and sustainability relevance. This section will provide your calculated profiles based upon your previous answers.
