By accessing and browsing this Sales Tool, you accept, without limitation or qualifications, the following terms from Irish Life Assurance Limited (ILA):
  • This Sales Tool allows you as a broker to step through a risk questionnaire with your client. This will help to assess your client's attitude to risk. You can then choose a model portfolio for your client to match this level of risk or design a portfolio yourself.
  • The Sales Tool should not be relied on as the main basis (or the only basis) for any investment or retirement planning advice which you give to a client. The general results offered by the Sales Tool are not intended to constitute investment advice or recommendations regarding investment or retirement planning.
  • They assist with assessing attitude to risk, which is only one aspect of overall financial advice. This Sales Tool is general in nature and is not intended to represent financial advice.