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 截圖

簡介

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.

開發者「Quilter Financial Planning Ltd」指出 App 的隱私權實務可能包含下方描述的資料處理。如需更多資訊，請參閱開發者的隱私權政策。