- Oxford Risk Help Centre
- Frequently Asked Questions
- General Questions
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Getting started
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Financial Personality
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Financial Circumstances and Goals - Risk Capacity
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Knowledge & Experience
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Suitable Risk Level
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Sustainability
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Secure Lifetime Income
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Mapped investments & Portfolios
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Portfolio Risk Calculator
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Integrations & Technical Information
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Frequently Asked Questions
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Latest Updates and Changes
Should all assessments be completed all at the same time? What time limit is there on completing all assessments?
It is absolutely fine to complete the assessments at different times, and indeed can be beneficial to do so, to lessen the up-front burden to the client, and avoid responses being distorted by questionnaire fatigue. Of course, all assessments that are required for determining a Suitable Risk Level should be completed before providing an initial investment recommendation.