How often do I need to complete the risk questionnaire if I have an IG Smart Portfolio?
We’ll ask you to complete a full risk questionnaire when you open your first IG Smart Portfolio. After this, we’ll ask you to answer some of the same questions whenever you create a new one. We’ll also ask you to update the full risk questionnaire at least every 12 months. However, you must inform us if any of your declared circumstances change so we can adjust our investment approach if necessary.