Knowledge Base

Back to home

Knowledge Base

Risk Profiler

Risk Profiler

Learn more about our objective-based risk questionnaires to establish your clients’ attitude to risk, capacity for loss, and ESG preferences.

Frequently Asked Questions

How do I assess the Risk level for a Trust?

How can I tell whether an investor is at the low or high end of any particular risk category?

Why is age not included in the risk questionnaire?

What options are available to assess the Risk Profiles for a Joint Client?

Can I disagree with the result?

How do you deal with inconsistent responses to the questionnaire?

What does the scale within each risk category mean?

Is management information stored and used for feedback?

How often should the questionnaire be completed?

What is the expected target market for using the risk questionnaire?

What unit of measurement do you use for attitude to risk?

Do they always work for every client?

How else can EV help with assessing risk?

How do I collect and use information relevant to the risk assessment?

How are the risk descriptions created?

How does the risk questionnaire work?

Is the questionnaire validated?

What are the limitations for use of the Risk Profiler Questionnaire?

See more

EV Income Risk Profiler

How do I use the EV Income Risk Profiler?

Can I use a cash buffer?

What if I have other sources of income?

How do I add more user accounts?

Can I remove individual user accounts?

Does this income questionnaire meet the FCA requirements for quality?

What else will I need to do to ensure compliance?

See more

EV Growth Risk Profiler

Does this growth questionnaire meet the FCA requirements for quality?

How do I access my account?

How do I cancel my account?

Can I remove individual user accounts?

How do I add more user accounts?

How do I change my password?

See more