Technical Guide to Attitude to Risk Profiling

Technical Guide to Attitude to Risk Profiling_v1

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Are you considering switching to a different growth or investment risk profiling solution? This guide explains the reasons you might want to change, and the steps you need to take to make the change as straightforward and seamless as possible. 

Our technical guide to attitude to risk questionnaire will help you learn:

  • Best practice guidelines from the FCA
  • The process of designing and creating a risk questionnaire
  • How to introduce your new growth risk profiling process to clients
  • The differences between absolute and relative scoring

Download the PDF guide now.