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Client Guide · Guide C03

Discover Your Investment Personality

Risk profiling is a quick assessment based on your goals, time horizon, income, and experience. It helps your distributor suggest suitable funds. Your result comes with a fun animal persona.

  1. ·
    Option 1: Tap 'Risk Profiling' on the home page.
  2. ·
    Answer a few simple questions about your investment goals and comfort with risk.
  3. ·
    Discover your investment personality — shown as an animal persona that reflects your risk profile.
  4. ·
    Option 2: Go to the Profile tab in the navigation bar, then tap 'Discover your Investment Personality' to take the same assessment.
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