Quilter Financial Planning_ATR 4+

Name: Quilter Financial Planning_ATR
Author: Quilter Financial Planning Ltd

Quilter Financial Planning Ltd

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简介

At Quilter our approach to investment advice is based on clearly understanding the client's financial situation, their goals and how much risk they are prepared to take with their money. A key factor when investing is to determine the client's attitude to risk, capacity to take risk and how this fits with their investment objective. This independent risk profiling App is provided for Quilter Financial Advisers to establish the appropriate risk category and determine a suitable strategy for the client's investment.

开发者“Quilter Financial Planning Ltd”已表明该 App 的隐私规范可能包括了下述的数据处理方式。有关更多信息，请参阅开发者隐私政策。