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Our 18 question risk assessment questionnaire can help you evaluate your client's appetite to investment risk and help build a risk profile. This can form the basis of your discussion with your client to clarify the risk they are willing to take and their understanding of risk.
This tool can also help you to suggest strategies for allocating assets across their investment portfolio.
The online tool is for financial professionals to fill in using answers from clients.
You can ask your client the questions in person or over the phone, and submit their answers with the online questionnaire tool. Or download the blank risk assessment questionnaire and send to your client to complete and re turn to you on their own time. You then enter their responses into the tool.
Because the tool is a web app, it doesn't save data onto your device. Whenever you generate a report, email it to yourself so you can store it safely.
This risk assessment tool is a Web App that is compatible with desktops, mobiles and tablets. Once you've downloaded it onto your device, you can even use it offline.
The questionnaire has been devised by EValue, a professional service firm with expertise in risk management. By testing the questions and responses, EValue takes the range of possible scores and allocates risk ratings from 1 (lowest appetite for risk) to 7 (highest appetite for risk) or 1 (lowest appetite for risk) to 10 (highest appetite for risk), dependent on the risk scale you have chosen.
We have also mapped a series of risk descriptions to each of the risk ratings. You can use these to talk through the results with your client and agree their final risk profile. You can save the information in a report, which you can then send via email.
Together, the risk score and associated descriptions can be used as a guide to help your client understand the potential risks and rewards involved in investing over the longer term. The model is designed for an 11 to 15 year term which is based around a central 13 year term.
When referring to risk we mean the extent to which your client is comfortable with their investments falling or rising in value.
Before using the tool, read the Risk Questionnaire and Asset Allocation Tools Technical Guide. Once you've read this document, we'll assume that your firm has decided that this tool is appropriate to use with your clients and they have authorised you to use it.
Call charges will vary. There is no guarantee that any email you send will be received or will not have been tampered with. You should not send personal details by email.
Issued by a member of abrdn group, which comprises abrdn plc and its subsidiaries.
This website is provided by Standard Life Savings Limited. It describes products and services provided by the abrdn Group (including Standard Life Savings Limited and Elevate Portfolio Services Limited) and the Phoenix Group (including Standard Life Assurance Limited, Standard Life Trustee Company Limited and Standard Life International dac).
The abrdn Group comprises abrdn plc (SC286832) and its subsidiaries. The Phoenix Group comprises Phoenix Group Holdings plc (11606773) and its subsidiaries.
Full product and service provider details are described in the legal information notice.
Wrap Platform, Wrap Personal Portfolio, Wrap ISA and FundZone Platform are all provided by Standard Life Savings Limited, which is part of the abrdn Group.
Standard Life Savings Limited is registered in Scotland (SC180203) at 1 George Street, Edinburgh, United Kingdom, EH2 2LL. Standard Life Savings Limited is authorised and regulated by the Financial Conduct Authority.
Please see your terms and conditions for more information on the use of the Wrap platform.
Wrap SIPP and Wrap Onshore Bond are both provided by Standard Life Assurance Limited, which is part of the Phoenix Group. Standard Life Assurance Limited is registered in Scotland (SC286833) at Standard Life House, 30 Lothian Road, Edinburgh, EH1 2DH. Standard Life Assurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
Wrap Offshore Bond is provided by Standard Life International dac, which is part of the Phoenix Group. Standard Life International dac is a designated activity company limited by shares and registered in Dublin, Ireland (408507) at 90 St Stephen’s Green, Dublin. Standard Life International dac is authorised and regulated by the Central Bank of Ireland and subject to limited regulation in the UK by the Financial Regulation Authority. Details about the extent of its regulation by the Financial Conduct Authority are available on request.
The Elevate platform, Elevate ISA, Elevate GIA and Elevate PIA are provided by Elevate Portfolio Services Limited, which is part of the abrdn Group.
Elevate Portfolio Services Limited is registered in England (01128611) at Bow Bells House, 1 Bread Street, London, EC4M 9HH. Elevate Portfolio Services Limited is authorised and regulated by the Financial Conduct Authority.
Please see your terms and conditions for more information on the use of the Elevate platform.
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abrdn plc is registered in Scotland (SC286832) at 1 George Street, Edinburgh, EH2 2LL