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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".

Calculation method of risk indicator

the calculation method for the risk indicator, “Computation as per PRIIPS methodology (SRI)”, for example.

Special requirements

Possible special requirements:

  • ESG (Environmental, social and corporate governance)/Green investment

  • Ethical investment

  • Islam compliant investment

  • No special requirements

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