Robo-Advisor Questionnaire

The Robo-Advisor Questionnaire is a tool used by the Robo-Advisory system to assess and understand your risk tolerance and investment preferences. The aim is to create your risk profile by further understanding your risk capacity and tolerance, and personalized investment preferences, thereby providing customized investment recommendations.

 

Your risk profile may change with market conditions and personal circumstances. Therefore, it is recommended to take the Robo-Advisor Questionnaire regularly for the updated investment advice that matches your current risk tolerance and willingness to engage in risky investments.

Please kindly note that updating your universal account information will not update your Robo-Advisor Questionnaire result. if there are changes to your risk profile, please go to the Wealth tab and tap the “Robo-advisor” icon to redo the questionnaire.