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OMW: Appetite For Risk

This app is for UK financial advisers only

This app is for UK financial advisers only

OMW: Appetite For Risk

by Old Mutual Wealth Business Services Ltd
OMW: Appetite For Risk
OMW: Appetite For Risk
OMW: Appetite For Risk

What is it about?

This app is for UK financial advisers only.

OMW: Appetite For Risk

App Details

Version
4.0.0
Rating
(26)
Size
20Mb
Genre
Finance Business
Last updated
July 15, 2019
Release date
April 10, 2012
More info

App Screenshots

OMW: Appetite For Risk screenshot-0
OMW: Appetite For Risk screenshot-1
OMW: Appetite For Risk screenshot-2
OMW: Appetite For Risk screenshot-3

App Store Description

This app is for UK financial advisers only.

Getting your clients to understand and agree their ‘appetite for risk’ is one of the key stages in the investment process. The task of risk profiling and risk discussion can however be time consuming. Completing the client questionnaire, inputting the answers online and then discussing the results are typically done at separate times.

To make the whole process more efficient for you and your clients, this app does it all in one go. It allows you to complete the questionnaire, get the risk score and then discuss with your client what that risk score means, during a single meeting.

The agreed risk level can then be emailed back to your office for use with Old Mutual Wealth’s online investment tools.

www.oldmutualwealth.co.uk

Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited are registered in England & Wales under numbers 1680071 and 4163431 respectively. Registered Office at Old Mutual House, Portland Terrace, Southampton SO14 7EJ, United Kingdom. Old Mutual Wealth Limited is authorised and regulated by the Financial Conduct Authority. Old Mutual Wealth Life & Pensions Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Their Financial Services register numbers are 165359 and 207977 respectively.
VAT number 386 1301 59.

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