Skip to main content
Skip table of contents

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

Client category

Possible client categories:

  • Private client
  • Eligible counterparty
  • Professional client

Investment objectives

Possible investment objectives

  • Pension
  • General asset growth/asset optimisation
  • Above-average participation in price changes
  • Hedging

Distribution strategy

Possible distribution channels:

  • Transaction without advice
  • Execution only
  • Investment advice

Investment horizon

Possible investment horizons:

  • Short-term (less than 3 years)
  • Medium-term (3-5 years)
  • Long-term (more than 5 years)

Knowledge and experience

Possible categories of knowledge and experience with financial products:

  • Basic knowledge and/or experience
  • Average knowledge and/or experience
  • Comprehensive knowledge and/or experience
  • Special knowledge and/or experience

Ability to bear financial losses

Possible categories:

  • The investor cannot bear any or can bear only small losses of the capital invested.
  • The investor can bear losses (including the complete loss of the capital invested).
  • The investor is able to bear losses exceeding the capital invested.

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:

  • ESG (Environmental, social and corporate governance)/Green investment
  • Ethical investment
  • Islam compliant investment
  • No special requirements
JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.