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:
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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". |
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Calculation method of risk indicator |
the calculation method for the risk indicator, “Computation as per PRIIPS methodology (SRI)”, for example. |
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Special requirements |
Possible special requirements:
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