Acutus™ understand firms want to be able to deal with this area in modern ways by completing risk profiling by email, mobile devices, either face to face or remotely (important where offering a non face to face advisory service).

We seamlessly help and allow advisory firms to deal with risk profiling how they wish.  Where done electronically, time can be saved by the risk profiling results report saving directly into a firms back office client folder.

It is very important that your risk profiling process is built into your business, advice processes, centralised investment and platform research tools as well as your suitability reports both at the initial and ongoing advice stages.  It is for these reasons that we offer service modules to cater for needs holistically.  

We supply firms with white labelled - risk profile questionnaires, marketing material, client servicing documents, investment and platform proposition brochures.

Once competency is achieved in risk profiling, you can then move onto research mapping results from risk profiling into your investment offering and solutions.

Through our investment and platform proposition service module we help your firm create investment solutions designed and built that are mapped to fit risk profile software & research software.  Where relevant your investment solutions can then continually mirror your firms clients risk profile, saving time at initial advice stage and for ongoing reviews, whilst also reducing business risk and increasing profitability.

Why not take a look at our brochure and wider support material via our Info & Brochures website page.

 

You should be aware that investments carry varying degrees of risk and as their underlying value can fall as well as rise you clients may not get back the full amount invested.

 

Acutus™ Financial Solutions Ltd is registered in England and Wales no. 11580419. Registered office, Acutus House, Head Office, 178 Lancaster Road, Carnforth, LA5 9EF. Vat no 306064729.

The quidance and/or information contained within this website is subject to the UK regulatory regime, and is therefore targeted at financial services companies that provide services to retail consumer (not consumers themselves) based in the UK.  Where information in any form is provided via this website referring to a third party or where a link to a third party website is provided we cannot be held responsible for the accuracy of such information or the content of any external website(s).

Where communicating with us initially online you should never send any sensitive information to us via conventional email unencrypted.  Sensitive information to or from us will/should only be sent securely.  Therefore we cannot be held responsible for issues or consequences in this area where sensitive data is sent to us unsecurely or unencrypted.

 

If you wish to register a complaint, please write to us at the address above or email us at info@acutusfs.co.uk

 

A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

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Created By Acutus Financial Solutions Ltd