The Zurich Risk Profiler makes it easier to choose investments that match your needs. After just a few minutes on the Zurich Risk Profiler, you and your Financial Advisor will be able to:
- accurately assess your attitude to investment risk;
- match investments to your personal risk profile.
The Zurich Sustainability Assessment makes it easier to choose investments that match your sustainability preferences. It allows you and your Financial Advisor to get a holistic view of your current situation by assessing and understanding your sustainability preferences.
At this stage, your Financial Broker will have explained to you what sustainability preferences are, and the different categories available. If you do not have sustainability preferences and you do not need to complete this assessment, you can skip this assessment by indicating so below.