provide underwriter (securities company and bank with securities underwriting license) with the information on client?s risk appetite, thus, allow giving of advices or offering of products suitable for
goals. The portfolio will be adjusted with a view to rebalancing asset allocation to suit investors? age and risk appetite during a lifecycle. For those who are interested, please find additional
careers and for those who are saving up for long term financial security, as they can choose to invest in different investment policies to suit their risk appetite.________________________
instruments, depending upon the customers? risk appetite. Licensed underwriting firms will be permitted to underwrite overseas financial instruments in Thailand while other licensed business operators will be
underwriter and client in that it will provide securities underwriter with the information on client?s risk appetite, thus, allow giving of advices or offering of products suitable for client. The revised
questions cover personal data, financial status, financial knowledge and experience, investment objective as well as risk appetite and willingness to take risks. For instance, it may be the case that young
relevant associations to be aware of their role and duty to educate the clients. To begin with, conducting know your client assessment on knowledge and understanding as well as risk appetite and giving
management is important for everyone, in particular working-aged persons. They should invest in financial products suitable for their risk appetite and tolerances, either by allocating their own assets or
services and investment choices will be available to serve investors? risk appetite. Also, the investors will have wider opportunities to obtain a wide-range investment advice from independent business