Complete the form to download our guide to Client Investment Suitability.
Traditionally, suitability assessments have focussed on what to measure with clients. To stay on top of the suitability game requires a better focus on the way in which you measure them. The Oxford Risk Guide to Client Investment Suitability supports advisers and wealth management firms in improving investor financial outcomes leading to increased assets under management, enhanced client engagement, and maintaining compliance.
Download the guide now to discover:
- The principles of good suitability assessments - what you need to measure, and why
- How to determine a suitable risk level that can be clearly evidenced
- What you should do with the outputs of a suitability assessment
- How to improve financial outcomes for investors using behavioural finance
- How to meet existing regulations and futureproof for upcoming compliance requirements
