Please find below our most common questions and answers.
- 1. How do I know who's report is who's as once PDF'd there's no names on them?
- 2. How do I customise my tool?
- 3. Can I send the questionnaire in parts rather than all at once?
- 4. Will the users get notified after a client completes an assessment?
- 5. What risk rated funds does Oxford Risk has available?
- 6. How do I get my funds rated?
- 7. Why does having property which the investor is unwilling to sell mean 'Their total net wealth is larger than their investible assets, which provides them with a buffer to take a much higher level of risk with their investible assets.'?
- 8. If an investor is completely unwilling to sell a non-investible asset (say a property), should it be omitted?
- 9. Billing Questions