- Oxford Risk Help Centre
- Frequently Asked Questions
- General Questions
-
Getting started
-
Financial Personality
-
Financial Circumstances and Goals - Risk Capacity
-
Knowledge & Experience
-
Suitable Risk Level
-
Sustainability
-
Secure Lifetime Income
-
Mapped investments & Portfolios
-
Portfolio Risk Calculator
-
Integrations & Technical Information
-
Frequently Asked Questions
-
Latest Updates and Changes
Can tests be done to Joint portfolios?
We are currently working on a solution for joint advice, but today the test can only be taken by individuals. So for joint advice, both parties complete the assessment and include their joint assets. If the investors have different suitable risk levels, it is up to the adviser and client to choose a risk profile which sits within the two results.