Where is the risk assessment of Bank of China?

1. Do it at a bank branch

Investors generally need to go to the bank counter for the first time to conduct risk assessment. For risk assessment at bank branches, you need to bring your ID card and bank card. Each bank There are slight differences in the testing content of risk assessments, but they are similar. The contents filled in the risk assessment generally include the investor’s age, monthly salary, investment experience, etc. According to different assessment scores, investors' risk tolerance is divided into five categories from low to high: conservative, stable, balanced, growth and aggressive.

2. Conduct on mobile banking

You can log in to online banking and select the risk type, product category, risk level, and Query qualified financial product information using query conditions such as currency, product term, and sales status. If you already know the product code of a certain product, you can use the quick query function to directly enter the product code to purchase.

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1. What is risk assessment?

When Bank of China Online Banking conducts risk assessment online, it tests bank customers through answering questions, and then Give the customer the maximum risk rating acceptable. There are some financial products with balanced risk ratings and above, which are not available to customers with low risk ratings. You can apply for a re-test. When answering questions, just try to answer those dangerous answer options. And when purchasing BOC financial products, the system will dynamically display the content in "My Statement" based on your risk assessment results. If you do purchase, you will need to confirm again before you can purchase successfully.

2. How to activate

If you have opened the financial version or VIP version of online banking, please log in to online banking, click BOC Wealth Management - Account Management or Fund - Account Management, and then click In blue font (your investor type), you can perform a risk assessment. If you have any questions, please continue to consult. If you have other business needs, please download or follow "Bank of China Micro Banking" on WeChat to continue to consult and handle related business