INVESTMENT OBJECTIVES AND RISK PROFILE. (See Risk Profile Questionnaire)
INVESTMENT OBJECTIVES AND RISK PROFILE. 11.1 You should notify Wealthify promptly of any material change in your investment objectives, attitude to risk, any individual financial or personal circumstances or knowledge and experience in financial services. Such changes are important and may affect the Services we provide to you. Failure to provide up to date information may impact on the ability of Wealthify to provide the Services to correspond with your needs. Wealthify will prompt you to update this information from time to time.
INVESTMENT OBJECTIVES AND RISK PROFILE. 16.1.1 You should notify Wealthify promptly of any material change in your investment objectives, attitude to risk, any individual financial or personal circumstances or knowledge and experience in financial services. Such changes are important and may affect the Services we provide to you. Failure to provide up to date information may impact on the ability of Wealthify to provide the Services to correspond with your needs. Wealthify will prompt you to update this information on an annual basis.
