Our Risk Profiler allows you to identify your clients’ attitude to risk by answering 10 simple questions. In April we improved our risk profiler to include 7 potential client risk rating outcomes. Improvements to the tool include a more detailed results screen with the goal, the experience and the expectations of your customer, based on the answers to the 10 questions given, as well as sample investment mix’s for each of the risk ratings.

There are 2 versions of the Risk Profiler Tool available to you and your clients. Simply click on the links below to access

• Broker Risk Profiler Tool
• Customer Risk Profiler Tool

We've also updated the hard copy of the risk profiler to reflect these enhancements. This can be downloaded by clicking here.