Risk assessment
Know your risk profile before you choose a service
A structured questionnaire, scored with a documented method, that produces a risk category, suitability notes and warnings — with a PDF copy for your records.
What the assessment covers
- Experience
- How long you have invested or traded, and in which products.
- Investment horizon
- How long you intend to stay invested and when you may need the money.
- Loss tolerance
- How much decline you can absorb financially and how you have reacted to losses before.
- Liquidity needs
- Emergency funds and near-term commitments that the investment should not affect.
- Knowledge
- Your familiarity with concepts such as leverage, volatility and derivatives.
- Objectives
- What you want to achieve and which products you are considering.
How your result is used
Your category is calculated by a fixed, versioned scoring method — not by AI. It can only be changed by an authorized reviewer who records the reason, and you will see the result and acknowledge it.
Request your assessment
The online questionnaire is being prepared. Leave your details and our team will send you the assessment link when it is ready.