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RISK ASSESSMENT AND DISCUSSION TOOL

Please note, this version of the ‘Risk discussion tool’ is no longer available and has been replaced by our improved ‘Portfolio Explorer tool’.

Use our portfolio explorer tool

The Portfolio Explorer provides all the help and support you need to find the right solution for your clients. The risk profiling questionnaire and improved risk discussion tool shows the implied volatility and potential annual returns* for the different risk levels, so you can explain what the rating means to your client in monetary terms.

 

*The figures generated by the tool are not intended to be, and should not be taken as, a projection of the likely returns.

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