Managed clients complete a Risk Profile Questionnaire (”RPQ”) so we can understand their investment objectives, risk appetite and personal circumstances.
How often can I retake the questionnaire?
You can retake your Managed RPQ as part of your annual review.
Between annual reviews, you won't be able to retake the questionnaire on demand. This helps make sure your responses reflect genuine changes in your circumstances, rather than repeated retakes over a short period.
What if my circumstances change before my annual review?
If something material changes before your next annual review, please contact Customer Support.
Examples of changes could include:
- A change in employment or income
- Receiving an inheritance
- Any other change that could affect how much risk is suitable for you
Customer Support can review your request and, where appropriate, reopen the RPQ so you can complete it again.
Why can’t I retake it whenever I want?
Your RPQ is designed to help us assess suitability based on your circumstances at the time you complete it.
Allowing unrestricted retakes between annual reviews could lead to clients completing the questionnaire multiple times without a genuine change in circumstances. Limiting retakes to annual reviews, while still allowing retakes after material changes, helps keep the process consistent and portfolio recommendations meaningful.
Need help?
If your circumstances have changed, or you are unsure whether you need to retake the questionnaire, please contact Customer Support.