Dynamic Planner gives risk-profiling process MiFID II revamp

15-question psychometric ATR questionnaire

Victoria McKeever
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Dynamic Planner gives risk profiling process MiFID II revamp
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Dynamic Planner gives risk profiling process MiFID II revamp

Dynamic Planner has revamped its risk-profiling process, designing it to help advisers address requirements under the Markets in Financial Instruments Directive (MiFID II), regarding suitability.

The new process, unveiled at the risk-profiler's annual conference, includes a 15-question psychometric attitude to risk questionnaire based on research conducted in conjunction with academics from the...

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