FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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Portfolio builder risk assessment questionnaire

To calculate your client attitude to risk, they should fill out this questionnaire. The resultant risk score will vary from one to five, with one being the lowest risk and five the highest risk.

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Financial Adviser Verification

The content of this site is for advisers only. It is not for the use of Hong Kong advisers. You can change the regional content by selecting a region from the drop down box in the top right-hand corner.