R-Desktop : Working with Accounts : Setting UP an IPQ Questionnaire : Investor Profile Questionnaire : Investor Profile Questionnaire—Time Horizon tab
Investor Profile Questionnaire—Time Horizon tab
This view is accessed by selecting the Time Horizon tab, or by selecting the Next button on the Risk Questions tab, or by selecting the Back button on the Investment Objective tab.
Field
Type
Description
Response (List 11)
drop-down list
List includes the description for the allowable active response(s) for the question, and the respective score assigned to the active response in brackets '()'.
Field displays the inactive response if it was selected previously for an existing record.
The ordering of the responses after the 'Blank' value will be determined by the order they are entered on the Response screen in R•Broker Administrator.
Next
button
Opens the next tab screen.
When selected, a message is sent to the server to validate the responses on the tab to ensure there are no unsuitable conditions. If no unsuitable conditions exist, then the operator will be moved to the next tab screen. If an unsuitable condition exists, an error will be returned.
Close
button
Closes the dialog without saving changes.