Client Analysis Software (CAS)

Risk Profile Analysis

Your Adviser will review and analyse the answers you provided in the Client Attitudes & Risk Profile (CARP) questionnaire to identify your attitude towards risk and your willingness to accept both the potential positive and negative consequences of accepting various levels of risk. This is used to develop your Investment Risk Profile.

Investment Risk Profile

Your Investment Risk Profile should align with your overall attitude and tolerance to risk and should be used as a guide only. Your Investment Risk Profile is used to establish the relevant personal benchmarks for your strategic asset allocation, capital risk, cash flow, liquidity and gearing positions, resulting in a Financial Review which is completely tailored to your specific financial situation.

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