IT COULD BE A TURNING POINT FOR YOUR BUSINESS.

Deakin International’s objective is to assist you as an Advisor to ensure accuracy and detect inconsistency in your client financial risk tolerance level.

As an Advisor, client's interest is your priority. When recommending investment products or services to your client, it is important to ensure that your recommendations match your client's ability to take certain investment risks.

Know your client or “K.Y.C.” has increasing become a compliant and mandatory issue to ensure you as a professional Advisor have taken reasonable steps prior to recommendations.

“...the adviser has, for the purposes of ascertaining that the recommendation is appropriate, taken all practicable measures to ascertain that the information possessed and relied upon by the adviser concerning the investment objectives, financial situation and particular needs of the person is ACCURATE and COMPLETE." - Section 40A(2) of Securities Industry (Amendment) Oct 2003

Merely answering some questions and adding up the points, may not represent an accurate reflection of acceptable risks.

Our profiler uses a combination of psychology and statistics, also known as PSYCHOMETRICS, on risk tolerance test. With psychometrics, both reliability and validity is measured. Originated from Australia and designed by FinaMetrica, Deakin Psychometric Financial Risk Profiler^TM is now used in the Australia, New Zealand, USA, UK, Hong Kong, Kuwait, Switzerland and Canada since 1998. Further, it is endorsed by the Applied Psychology Unit, from the School of Psychology at the University of New South Wales - Australia.

Advisors use a series of 25 proven psychometric questions on a client to arrive at one of seven risk groups. The test results can be printed or emailed. Results can also be linked to the Advisor’s own Asset Allocation Model. For this, Advisors may charge the client a recommended retail price of up to RM66.00.

Advisors may have 3 options.

The entire process is web based and interested Advisors are required to contact us about payment upon registration. For clients privacy, only the name is required.