OMI: Risk Profiler
Risk Profiler
Old Mutual International
This app is for financial advisers only.
Getting your clients to understand and agree their ‘appetite for risk’ is one of the key stages in the investment process. This app allows you to complete a risk questionnaire with your client, get a risk score and then discuss what that score means, during a single meeting.
You can add your own logo and include some personalised comments; then save it as a PDF, and share it with your client. For completeness of your files and audit trail, the print out includes all your client's answers and space for them to sign and date it.
Whilst risk scoring is helpful, it should not be solely relied on. We would encourage you to review the ‘investment and funds’ section of our website www.oldmutualinternational.com.
Old Mutual International does not provide investment advice. This material is provided for information purposes only, and should not be relied or acted on by the recipient. It is not a recommendation to buy, sell, or hold a particular investment.
www.oldmutualinternational.com
www.oldmutualinternational.com/hk
Old Mutual International Isle of Man Limited is registered in the Isle of Man under number 24916C.
Registered and Head Office: King Edward Bay House, King Edward Road, Onchan, Isle of Man, IM99 1NU, British
Isles. Phone: +44 (0)1624 655 555 Fax: +44 (0)1624 611 715.
Licensed by the Isle of Man Financial Services Authority.
Old Mutual International is registered in the Isle of Man as a business name of Old Mutual International Isle of Man Limited.
Old Mutual International is the registered business name of Old Mutual International Isle of Man Limited Singapore
Branch. Old Mutual International Isle of Man Limited Singapore Branch, 50 Collyer Quay, OUE Bayfront, #05-07, Singapore, 049321. Phone: +65 6216 7990 Fax: +65 6216 7999.
Registered in Singapore Number T08FC7158E. Authorised by the Monetary Authority of Singapore to conduct life
assurance business in Singapore.
Member of the Life Insurance Association of Singapore. Member of the Singapore Finance Dispute Resolution Scheme.
Old Mutual International Middle East Limited, registered in the Dubai International Financial Centre under number 0962
Office 7 and 8, Level 2 Gate Village 7, Dubai International Financial Centre (DIFC), PO Box 482062, Dubai, UAE.
Old Mutual International Middle East Limited is authorised and regulated by the Dubai Financial Services Authority.
Old Mutual International’s Hong Kong office: Unit 3704, Lee Garden One, 33 Hysan Avenue, Causeway Bay, Hong Kong. Phone:
+852 3552 5888 Fax: +852 3552 5889 E-mail: [email protected]. Authorised by the Insurance Authority of Hong Kong to carry on long term business.
Old Mutual International Ireland dac is regulated by the Central Bank of Ireland. Registered No 309649
Administration Centre for correspondence: King Edward Bay House, King Edward Road, Onchan, Isle of Man, IM99
1NU Tel: +353(0)1 479 3900 Fax: +353(0)1 475 1020.
Registered and Head Office Address: Hambleden House, 19-26 Lower Pembroke Street, Dublin 2, Ireland. VAT
number for Old Mutual International Ireland dac is 6329649S
Old Mutual International is registered in Ireland as a business name of Old Mutual International Ireland dac.
Old Mutual International
This app is for financial advisers only.
Getting your clients to understand and agree their ‘appetite for risk’ is one of the key stages in the investment process. This app allows you to complete a risk questionnaire with your client, get a risk score and then discuss what that score means, during a single meeting.
You can add your own logo and include some personalised comments; then save it as a PDF, and share it with your client. For completeness of your files and audit trail, the print out includes all your client's answers and space for them to sign and date it.
Whilst risk scoring is helpful, it should not be solely relied on. We would encourage you to review the ‘investment and funds’ section of our website www.oldmutualinternational.com.
Old Mutual International does not provide investment advice. This material is provided for information purposes only, and should not be relied or acted on by the recipient. It is not a recommendation to buy, sell, or hold a particular investment.
www.oldmutualinternational.com
www.oldmutualinternational.com/hk
Old Mutual International Isle of Man Limited is registered in the Isle of Man under number 24916C.
Registered and Head Office: King Edward Bay House, King Edward Road, Onchan, Isle of Man, IM99 1NU, British
Isles. Phone: +44 (0)1624 655 555 Fax: +44 (0)1624 611 715.
Licensed by the Isle of Man Financial Services Authority.
Old Mutual International is registered in the Isle of Man as a business name of Old Mutual International Isle of Man Limited.
Old Mutual International is the registered business name of Old Mutual International Isle of Man Limited Singapore
Branch. Old Mutual International Isle of Man Limited Singapore Branch, 50 Collyer Quay, OUE Bayfront, #05-07, Singapore, 049321. Phone: +65 6216 7990 Fax: +65 6216 7999.
Registered in Singapore Number T08FC7158E. Authorised by the Monetary Authority of Singapore to conduct life
assurance business in Singapore.
Member of the Life Insurance Association of Singapore. Member of the Singapore Finance Dispute Resolution Scheme.
Old Mutual International Middle East Limited, registered in the Dubai International Financial Centre under number 0962
Office 7 and 8, Level 2 Gate Village 7, Dubai International Financial Centre (DIFC), PO Box 482062, Dubai, UAE.
Old Mutual International Middle East Limited is authorised and regulated by the Dubai Financial Services Authority.
Old Mutual International’s Hong Kong office: Unit 3704, Lee Garden One, 33 Hysan Avenue, Causeway Bay, Hong Kong. Phone:
+852 3552 5888 Fax: +852 3552 5889 E-mail: [email protected]. Authorised by the Insurance Authority of Hong Kong to carry on long term business.
Old Mutual International Ireland dac is regulated by the Central Bank of Ireland. Registered No 309649
Administration Centre for correspondence: King Edward Bay House, King Edward Road, Onchan, Isle of Man, IM99
1NU Tel: +353(0)1 479 3900 Fax: +353(0)1 475 1020.
Registered and Head Office Address: Hambleden House, 19-26 Lower Pembroke Street, Dublin 2, Ireland. VAT
number for Old Mutual International Ireland dac is 6329649S
Old Mutual International is registered in Ireland as a business name of Old Mutual International Ireland dac.
Category : Finance
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