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Risk Profiles

What to Do if Your Risk Profile Changes

Steps to take if your risk profile changes over time

Your risk profile may change over time due to changes in your financial situation, goals, or comfort level with risk. If this happens, it is important to adjust your investment strategy accordingly.

Steps to Adjust Your Risk Profile in Yeeld:

Re-assess Your Risk Tolerance: Use the suitability questions within the Yeeld app to reassess your risk tolerance. You can answer these questions again to see if your risk profile has changed.
Review and Update Your Investments: If your risk profile changes, consider reviewing your current investments in the Portfolio section of the Yeeld app. You may want to adjust your investments to match your new risk profile.
Use Penny for Information: Penny, the AI assistant, can provide general information about managing changes in your risk profile. Remember, Penny offers information only and is not a substitute for professional advice.
Check Your Account Settings: If you need to make changes to your investment strategy, go to the Portfolio section of the app, where you can update your preferences and investment allocations.

Regularly reviewing and adjusting your risk profile helps ensure your investments remain aligned with your evolving financial goals and circumstances.

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Yeeld's products and services are provided by Yeeld Financial Services LTD (15776510) and Yeeld Investments LTD(15775018), wholly owned subsidiaries of Yeeld Technologies LTD (14870361) registered in England and Wales with a registered office at Level 18, 40 Bank Street, Canary Wharf, London, England, E14 5NR.

Yeeld Financial Services are a co-brand of Payload Ltd, who act as a Programme Manager under Transact Payments Limited (TPL), a company which is incorporated and registered in Gibraltar with company number 108217 and registered office is at 6.20 World Trade Center, 6 Bayside Road, Gibraltar, GX11 1AA. Transact Payments Limited is a licensed electronic money institution authorised and regulated by the Gibraltar Financial Services Commission to issue electronic money and provide payment services. Your account and related payment services are provided by Transact Payments Limited. Whilst Electronic Money products are not covered by the Financial Services Compensation Scheme, your funds will be held in one or more segregated accounts and safeguarded in line with Part 4 of the Financial Services (Electronic Money) Regulations 2020.Yeeld's cards are issued by Transact Payments Limited pursuant to licence by Mastercard International Incorporated. Mastercard and the circles design are registered trademarks of Mastercard International Incorporated.

Yeeld Investment Limited (FCA no: 1019161) is an appointed representative of WealthKernel Limited is authorised and regulated by the Financial Conduct Authority, no. 723719, registered in England and Wales, no. 09686970, with a registered office at 41 Luke St, London, UK, EC2A 4DP. All assets held under custody are protected by The Financial Services Compensation Scheme (FSCS) up to a value of £85,000. Please refer to https://www.fscs.org.uk for more information.