What means Investor profile?

Securities institutions are obliged to develop a personal profile for each customer, the so-called customer profile or investor profile. To comply with legal obligations, customers must comply with the requirements for the cooperative preparation of personal data to obtain legal protection. Introduction Determine the investor's risk appetite based on the problem. Consultants are obliged to adjust their services accordingly. Clients should inform their advisers immediately of any significant changes in their personal circumstances which may affect the risk profile.