Transcription of Risk Profile Questionnaire
{{id}} {{{paragraph}}}
Example: marketing
Risk Profile Questionnaire
Lowe Lippmann Trakman Financial Services Pty Ltd ABN 50 102 605 023 Authorised Representative of Hillross Financial Services ABN 77 003 323 055 AFSL 232705 Risk Profile Questionnaire Names: Client 1 _____ Client 2 _____ Date of Completion: _____ Adviser: _____ Important notice to clients: Corporations law requires that in order to make an investment recommendation, the adviser must have reasonable grounds for making a recommendation. This means that the adviser must conduct an appropriate investigation as to the investment objectives, financial situation and particular needs of the person concerned.
reflects a distribution of expected return outcomes relative to the expected risk of the strategy. • Extreme return range – 99% of results are expected to fall in this range. • Normal return range – 2/3rds of annual results are expected to fall in this range.
Loading..
Tags:
Information
Domain:
Source:
Link to this page:
Please notify us if you found a problem with this document: