Oxford Risk Help Centre

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Oxford Risk Help Centre

Frequently Asked Questions

Frequently Asked Questions

General Questions

Does the tool take into account any personal details about customer profile as well as their responses to questions? (e.g. age, gender)

Can tests be done to Joint portfolios?

How do I use the consistency check?

Are there any assumptions built into the tool which could potentially affect outcomes?

Investor Compass 1.0 and 2.0 differences

Should all assessments be completed all at the same time? What time limit is there on completing all assessments?

How should users answer questions that use ambiguous wording, e.g. ‘significant amount’, ‘riskier investments’, or ‘investment’?

Questionnaires PDF

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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 is my client’s risk capacity high?

8. Why does my client have low risk capacity?

9. If an investor is completely unwilling to sell a non-investible asset (say a property), should it be omitted?

10. Billing Questions

11. What Investor Compass version am I using?

What do I do if my client gets an unauthorised message after clicking on a questionnaire link?

My client is getting an error message when trying to submit an answer

For how long does client links stay active?

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