What the section covers
User details
Fields may include education level, occupation, industry, income range, source of funds, preferred trading platform, communication preference and how you heard about Bold Prime.
Risk profile
The portal may also request information about trading experience, trading objective, trading frequency and risk appetite.
Answer accurately
The information should reflect your own circumstances. Example screenshots are interface illustrations and should not be copied as recommended answers.
Review and edit
After saving, review the summary to make sure the details are correct. Use the available edit function if information needs to be updated.