Skandia has launched a multiple currency client risk assessment questionnaire which automatically feeds into an asset allocation calculator.
Shelley Robertson, international marketing manager at Skandia, said: “Understanding a client’s attitude to risk is the linchpin of financial advice and our questionnaire is designed to help advisers identify exactly how cautious or brave their clients are when it comes to investing their money. “This is the first time this interactive tool has been available for use in dollars and euro. A sterling version has been available through the Skandia UK Group for some time.” She said information from the risk questionnaire will be automatically entered into the asset allocation calculator to gi...
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