Two easy steps is all it takes
If you’ve never specified your choice of investment strategy—or if it’s been a long time since you did it—there’s a good chance that it currently doesn’t match your actual investor profile, nor your long-term financial objectives.
Why? Depending on your age, where you are in your professional career, your tolerance to financial risk, and various aspects of your personal situation that might have changed in the past few years, you may be missing out on capital gain opportunities or putting your savings at too much risk.
Fill out your Investor profile questionnaire today
Go to My Client SpaceAvailable on My Client Space, your secure account, the short, five-question Investor profile helps you assess—in a few minutes—which type of investment strategy suits you best out of five profiles: conservative, moderate, balanced, growth and aggressive.
If your current investment instructions do not match your updated Investor profile, you’ll be prompted to make the required adjustment.
Whether you are invested in a Pre-built Solution (simplified mode solution) or a Build your own Solution (advanced mode solution), your investment instructions should reflect your investor profile so you can make the most of your savings based on your choice.
