Your appetite for risk is one of the inputs into which investment is suitable for your current needs. Your Financial Broker or Adviser will conduct a full Financial Fact Find with you before recommending a specific fund or funds. The output from this Investment Suitability Process should be read in conjunction with your Financial Broker or Adviser’s recommendation.
It is important to be aware that there are a number of different ways to look at assessing appetite for risk and it is not an exact science.
This process does not take into account all your personal circumstances and therefore the calculations may not be appropriate to your personal circumstances.
You should not rely solely on this process to make an investment decision. In all cases we recommend that you consult a Financial Broker or Advisor who will conduct a full financial review and fact-find with you and advise you accordingly.
The calculations provided by the Friends First Investment Suitability Process are for general illustration purposes only, based on the limited inputs you have given and assumptions made. Although Friends First endeavours to ensure that this ‘Investment Suitability Process’ is accurate, we cannot guarantee it is free of errors or suitable for any user’s intended purposes. To the extent permitted by law, under no circumstances will Friends First be liable for any investment loss or damage caused by a user’s reliance on information obtained by using this process.