This webinar will provide you with an insight into risk profiling, from both a Compliance and a Para-planning point of view. Our aim is to provide you with an overview of how to assess your client’s risk and to give you some hints and tips on how to do it successfully.
What will it cover?
We will be discussing the 4 important areas you need to consider when assessing risk:
• Risk tolerance / Attitude to Risk
• Need to take risk
• Capacity for loss
• Knowledge & experience
Who will be hosting?
The event will be hosted by Paul Taylor of Apricity and Jo Campbell from our sister company, Para-Sols.
Paul is Compliance Support Manager in Apricity. He holds 20 year’s experience in Financial Services, starting predominantly as an adviser, before crossing over into compliance.
Jo is the Director of Operations and Quality at our sister company, Para-Sols. Jo joined Para-Sols nearly ten years ago, and as well as the day-to-day paraplanning, her role includes managing the team and being the main point of contact for clients.
When? 28th March 2019, 10 – 10:30am
Where? Online, so everyone can play!