Jordan & Alex TaylorRisk and your investment choices
A profile with a purpose
The profile discussion brings together your willingness to accept uncertainty, your capacity to bear loss and when you expect to use the money.
Illustrative agreed profile
Balanced
Jordan and Alex · Joint investment account
Discussion date: [Recorded date]
Assessment: [Approved assessment reference]
Illustrative portfolio target
70 / 30
70.00% growth · 30.00% defensive
Same profile for this sample account.
A different account or person gets its own record.
How the profiles compare
Growth / defensive allocationDefensive
30.00 / 70.00
Moderate Defensive
50.00 / 50.00
BalancedSelected in this example
70.00 / 30.00
Growth
85.00 / 15.00
High growth
95.00 / 5.00
Your reason for this profile
[Adviser explanation linked to your recorded time horizon, liquidity needs and response to potential losses.]
What the visual means
Asset mix is one part of risk. This is an allocation ladder, not a promise of a return or a quantified chance of loss. Profile names and descriptions follow the firm's approved library.
Allocation ladder follows the app's default firm profiles. Selection and suitability are illustrative; no assessment of the reference clients is reproduced.