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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)
- How do I use the consistency check?
- Can tests be done to Joint portfolios?
- 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’?
Please find below our most common questions and answers.
- 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?