Risk profiling for product providers
It’s important – and a regulatory requirement – that providers take all reasonable steps to ensure their products go to the right investors.
One major part of this work is assessing customer risk attitudes and capacities. That is where A2Risk comes in.
Whether you are a pension provider or fund manager, our Attitude to Risk Questionnaire can play a key role in ensuring your end clients are better informed when making decisions. The ATRQ can be plugged into direct-to-consumer platforms or adapted for use by advisers and other distributors, and it can be tailored to your company’s specific needs.
We have worked with some of the UK’s biggest financial services providers to help their clients understand their attitude to risk and make informed investment decisions.
In partnership with Royal London, we developed the UK’s first suitability tool specifically designed for drawdown customers. Meanwhile, at Vanguard, the ATRQ helps advisers match clients to the relevant LifeStrategy multi-asset funds. A2Risk have also provided ATRQs for other countries.
See the links here for more information about our work with these two companies, or speak to us today to find out how we can help you.