Trustee Risk Profile Questionnaire
arongunningham
Member
We use Dynamic Planner for risk-profiling, however it's not very trustee-friendly.
Do you have a specific process in place for Risk-Profiling Trustees?
Comments
We remind the trustees who they are investing for (beneficiaries) and to answer with that hat on (not their personal views about what they would do with their own money). Seems to help a bit
Chartered Financial Planner
Certified Financial Planner
Head of Technical at Paradigm Norton
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Yep, make sense.
We've just had a spout of difficult trustees