Why a risk profile is necessary

Why a risk profile is necessary

Whenever we give you investment advice we always put your interests first. That’s why we need to know what type of investor you are through your risk profile. A risk profile makes it easier to take decisions about your investments, which gives you more certainty because all proposals fit in with the risk you're prepared to take.

Your risk profile is a snapshot in time, whereas your personal situation and knowledge of investments are likely to change over time. That's why we ask for an update every four years. It is therefore to your benefit to renew your risk profile so that you're sure of receiving tailored investment advice.

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