ID: com.instinctstudios.riskdiscussiontool
Version: 2.2.2
Size: 0 Mb
Appetite For Risk Screen Preview
How to setup Appetite For Risk apk for android
- For Android 4.0 or higher:Please to Settings, look down to Security, and select Unknown sources. Choosing this choice will enable to install apps download from the internet.
- For devices running on lower Android 4.0:
Please go to Settings - open the Applications option, and select Unknown sources, click OK on the popup alert.
Appetite For Risk Details
This app is for UK financial advisers only.Getting your clients to understand and agree their ‘appetite for risk’ is one of the key stages in the investment process. The task of risk profiling and risk discussion can however be time consuming. Completing the client questionnaire, inputting the answers online and then discussing the results are typically done at separate times.
To make the whole process more efficient for you and your clients, this app does it all in one go. It allows you to complete the questionnaire, get the risk score and then discuss with your client what that risk score means, during a single meeting.
The agreed risk level can then be emailed back to your office for use with Old Mutual Wealth’s online investment tools.
www.oldmutualwealth.co.uk
Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited are registered in England & Wales under numbers 1680071 and 4163431 respectively. Registered Office at Old Mutual House, Portland Terrace, Southampton SO14 7EJ, United Kingdom. Old Mutual Wealth Limited is authorised and regulated by the Financial Conduct Authority. Old Mutual Wealth Life & Pensions Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Their Financial Services register numbers are 165359 and 207977 respectively.
VAT number 386 1301 59.
What's new in Appetite For Risk 2.2.2
2.2.2 - Bug fix2.2.1 - Bug fix
2.2.0 - Quarterly Updates
2.1.0 - Quarterly Updates
2.0.9 - Quarterly Updates
2.0.8 - Quarterly Updates
2.0.7 - Email bug fix for older devices
2.0.6 - Email bug fix
2.0.5 - QAA Updates
2.0.4 - Bug fixes
2.0.3 - Old Mutual International updates, Quarterly figure updates
2.0.2 - Caching issue resolved
2.0.1 - Bug fixes
2.0 - The Risk Discussion tool has been updated to reflect our rename from Skandia to Old Mutual Wealth.
1.9.7 - Bug fixes
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