The first step when setting up a Client Proposal within Prostation is completing The Client Questionnaire.
This questionnaire is completed on-screen and the results update dynamically. Many Advisors have asked for this in a PDF document. To download, click the following link:
While not mandatory, this step is important for determining your client's risk tolerance and subsequent Portfolio proposal. This questionnaire is to help you in assessing your client’s investor profile and is only part of the full “Know-Your-Client” process. This questionnaire is in line with the MFDA bulletin #0611-C published on July 21, 2014.
The questionnaire has 15 questions and is divided into 5 categories: Investment Time Horizon, Investment Knowledge and Investment Objectives with one question in each category, Risk Capacity with 6 questions and Risk Attitude with 5 questions.