Suitability Profile
The Suitability Profile feature displays the validity of the 'Suitability Profile' with an Indicator, the expiry date of the profile, and a text recommending the user to review the risk profile periodically.
For existing users, this feature recommends reviewing the risk profile periodically so that the correct strategy can be recommended based on investment objectives. In addition, the navigation process for new or existing users varies:
- New Users - On the Portfolio screen, click on Define Strategy.
- Existing Users - Refer to the below feature description section.
Feature Description
To Review the Risk Profile, follow these steps:
- On the Review Strategy screen, in the Suitability Profile section, click Review Risk Profile.
- Click Proceed to navigate to the questionnaire list.
- New Users - If a new user clicks on the Cancel button, the system navigates the user to My Strategy section in the Portfolioscreen.
- Existing Users - If an existing user clicks on the Cancel button, the system navigates the user to the Review Strategy screen.
- After providing the required information, the system auto-recommends the investment strategy.
- Select the Recommended Strategy or any of the available strategies under the Alternative Strategy section.
- Click on the Select Strategy radio button and then enable the confirmation checkbox.
- Verify the selected strategy and click Confirm.
Review Risk Profile
The Checking Risk Appetite screen appears.
Checking Risk Appetite
You can cancel to review the risk profile by clicking on Cancel button.
New Users_Define Strategy
Choose Strategy _Recommended Strategy Confirmation
An acknowledgment as "Strategy Successfully Applied" appears.
My Strategy Acknowledgement
You can either change the investment strategy or review the current strategy by clicking on the respective buttons.
Mobile Native Screen
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