The Margetts Risk Profiler App is aimed at authorised and regulated financial advisers in the United Kingdom of Great Britain and Northern Ireland.
The App asks a series of questions to help financial advisers assess the level of risk that an investor is able and willing to take when creating a portfolio of investments.
The tool is designed to promote discussion between an investor and their financial adviser and should not replace a professional assessment of the investors circumstances, financial objectives and the suitability of any investment.
Investor circumstances and objectives are more complicated than can be taken into account by this application and therefore the information and results of the profiler should not be relied upon by retail investors without professional advice.
Margetts does not guarantee the accuracy of the information contained in the App.
Nothing contained in the App is intended to provide financial advice.
The Margetts scale of risk may differ from other product providers and therefore before making a recommendation, advisers should ensure that they are familiar with the Margetts scale of risk.
Margetts Fund Management Ltd is authorised and regulated by the Financial Conduct Authority.