Questionnaire MIF II, calcul du profil de risque et renouvellement périodique.
Le profil investisseur matérialise l’adéquation entre les recommandations de votre cabinet et la situation de votre client, conformément à MIF II et aux exigences de la DDA.
Depuis la fiche client, onglet Profil investisseur, lancez le questionnaire guidé : connaissances et expérience financières, situation patrimoniale, objectifs, horizon de placement et tolérance au risque. Le client peut le remplir seul depuis son espace client ou avec vous en rendez-vous.
Assurevo calcule automatiquement un profil (prudent, équilibré, dynamique…) à partir des réponses. Le score est détaillé point par point : vous pouvez justifier un ajustement manuel, qui reste tracé dans l’historique.
Profil investisseur : score SRI, connaissances et capacité de perte
Un profil investisseur a une durée de validité limitée. Le Dashboard vous alerte 30 jours avant expiration, et une relance automatique peut être envoyée au client pour qu’il mette à jour son questionnaire en ligne.
Conformité DDA / MIF IIToute recommandation sur un produit financier doit s’appuyer sur un profil investisseur à jour. Assurevo bloque la génération d’une souscription si le profil est expiré ou incompatible avec le niveau de risque du produit.
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