Quilter Financial Planning_ATR 4+

Name: Quilter Financial Planning_ATR
Author: Quilter Financial Planning Ltd

Quilter Financial Planning Ltd

專為 iPad 設計

- 免費

iPad 螢幕截圖

描述

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.

開發者表明Quilter Financial Planning Ltd的私隱慣例或包括下列資料的處理。詳情請參閱開發者的私隱政策。