Knowledge & Experience Introduction

The Knowledge and Experience assessment is designed to make sure that clients understand the risks of what they are investing in. 

The assessment measures K&E across four key areas - Investor Knowledge, Investment History, Investment Sense and Confidence. Each area is scored individually and then pulled together into an overall K&E rating.

Investment Sense gently tests investors’ knowledge of some basic investment principles. The rating is based on the investors minimum response, so if they disagree with any of the principles they will get a Low Investment Sense rating overall. 

 

This video shows an older version of the web app, and will be updated. We've left it up because the functionality hasn't changed, just the appearance.