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How does the outcome of the financial assessment affect my portfolio risk settings?

The financial knowledge assessment is designed to protect you from unnecessary risk.

Depending on the outcome of your assessment, we may cap your risk level and you will not have access to our 3 higher-risk portfolios. In this case, you would only have access to our 9 core portfolios.

If you would like access to all risk levels, there is a short, free online course (that will take approximately 2 hours) by SGX that you can take. If you score 90% and above, please forward the results from SGX to our Client Engagement Team, and we will be able to open up all risk levels for you.


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