Target market
When you select the "Target market" entry from the drop-down list in the upper part of the widget, you find the following data fields:
Field | Description |
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Client category | Possible client categories:
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Investment objectives | Possible investment objectives
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Distribution strategy | Possible distribution channels:
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Investment horizon | Possible investment horizons:
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Knowledge and experience | Possible categories of knowledge and experience with financial products:
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Ability to bear financial losses | Possible categories:
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Risk indicator | The value is determined from 7 risk classes on a value-at-risk (VaR) basis in line with the PRIIPS categories derived from the Synthetic Risk and Reward Indicator "SRRI". |
Risk/return profile | The risk classes for financial instruments range from 1 to 7. |
Special requirements | Possible special requirements:
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