Ch.12 · Matching Schemes to Investor Profiles · medium

Which of the following factors does NOT typically form part of a standard risk profiling questionnaire?

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EXPLANATION

Risk profiling questionnaires assess investment objective, time horizon, income, liabilities, dependants, and behavioural responses to market scenarios. AMC brand preference is a marketing bias and is not a factor in objective risk profiling — the goal is to identify the investor's risk profile, not their brand loyalty.

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