Help & FAQs

How often do I need to complete an Appropriateness Assessment?

You are required to complete an Appropriateness Assessment when you attempt to make a purchase in a complex instrument for the first time. If you are deemed to have sufficient experience and knowledge to deal in these instruments as a result of the assessment, you will not be asked to complete the assessment again unless we are made aware of a change in your circumstances.

Submitted on 10th Oct 2017

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The value of investments can fall as well as rise and any income from them is not guaranteed and you may get back less than you invested. Past performance is not a guide to future performance.

Selftrade does not provide investment advice. If you are in any doubt as to the risk or suitability of an investment or product you should seek advice from an independent financial adviser.

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