Client profiling - Record - Financial situation

Enter the client's assets and regular income. The financial situation is necessary to determine the risk class and the subsequent suitability test in the "Investment simulation" activity.

Enter the assets and regular income

Element	Options
Assets	no/small income to 50 thousand EUR from 50 thousand EUR from 250 thousand EUR from 1 million EUR from 5 million EUR
Liabilities	to 50 thousand EUR from 50 thousand EUR from 250 thousand EUR from 1 million EUR from 5 million EUR
Income p. a.	to 50 thousand EUR from 50 thousand EUR from 100 thousand EUR from 250 thousand EUR from 1 million EUR
Income p. a.	to 25 thousand EUR from 25 thousand EUR from 50 thousand EUR from 125 thousand EUR from 500 thousand EUR
Income suprplus p.a.	to 25 thousand EUR from 25 thousand EUR from 50 thousand EUR from 125 thousand EUR from 500 thousand EUR

To record further information on the financial situation, enter the corresponding details as free text in the "Comment" field.