The purpose of the suitability test is to secure that the products and services offered meet the client’s investment objectives. In addition to this, the client shall be able financially to bear - and have the necessary experience and knowledge to understand - the risks involved with the investment.
The suitability test consists of a “Client Financial Data” section and a “Risk Questionnaire” section. All the questions must be answered before the data in the suitability test can be submitted. A risk profile is then calculated on behalf of the answers submitted by the client.
Saxo Bank Private Wealth Management will provide products and services in accordance with the results of the suitability test.
The "Risk Questionnaire" will help to determine your tolerance for risk. As you read through each question, click the single answer that you feel most accurately describes your current position in relation to risk. Keep in mind that there are no "correct" answers to the questions, only answers that are helpful in assessing your investment style. So don’t worry about how your answer might be perceived by others; just try to be as honest and accurate as possible.
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