The Appropriateness Assessment is a regulatory investor protection measure and applies to all our trading permissions apart from the stock permission which is a non-complex product appropriate for all our clients.
Our clients take an Appropriateness Assessment either during the account opening process or when enabling a new trading permission to determine which products should be enabled on the account. You might be asked to retake the Assessment if, for example, your previously provided information is no longer accurate or out-of-date due to change in circumstances. It is your responsibility to inform us as soon as possible of any change in previously provided information. You can do so by updating your Account Profile online.
Additional Information