To complete the Investment Preferences Survey, clients will need you watch 7 bite sized videos in order to progress and complete a small questionnaire. The videos are designed to educate the client in areas to assist in assessing their Investment Preferences and inform their adviser in order to construct the right investment portfolio for the client.
Below are the videos that clients will watch under within the Investment Preferences Survey.
2. Customising your portfolio
3. Your Ethical Preferences
4. The 4 main types of asset classes
5. Static vs Dynamic Asset Allocation
6. Risk & Diversification
7. Cost vs Value