風險承擔能力問卷評估客戶的投資目標、投資年期、風險承受程度、財務狀況及投資知識和經驗,以判斷投資相連壽險計劃及相關投資選項是否合適。
A Risk Profile Questionnaire assesses investment objectives, horizon, risk tolerance, finances, knowledge and experience to determine the suitability of an ILAS product and its underlying investment choices.