We want to understand our clients’ financial risk tolerance and capacity. The industry-leading Finametrica Risk Profiling System helps us do that.
Finametrica’s questionnaire focuses on the psychological factors relevant to financial decision-making in meaningful and easily-understood terms.
Please enter your name and email below to be taken to the secure Finametrica website to complete the questionnaire. It should take 10-15 minutes.
NOTE: Have you previously submitted the below form? If so, log in here with the information Finametrica emailed you.