Enter investment profile for portfolio with "Direct investment profile entry" module

Proceed as follows to enter the customer profiling data for a portfolio directly in the Infront Portfolio Manager and save it in the profiling service with the licensed module "Direct Investment Profile Entry":

In the Explorer, select the command PORTFOLIO, CREATE INVESTMENT PROFILE in the context menu of the portfolio.
Enter the profiling data in the "Enter investment profile" dialog box that appears.
Confirm the entries with "OK".

Specify the following investment profile data for the service in the "Enter investment profile" dialog box:

Field	Description
Loss-bearing capacity	Select the customer's loss-bearing capacity from the selection list: The investor can bear no or only minor losses of the capital invested The investor can bear losses (up to the complete loss of the capital invested) The investor can also bear losses in excess of the capital invested
Investment objective	Select the customer's investment objective from the selection list: Specific retirement provision General asset formation/optimization Disproportionate participation in price changes Protection
Special requirements	Select any special investment requirements of the customer from the selection list: Sustainability (ESG)/Green Investment Ethical investment Islam-compliant system No special requirements
Risk indicator	Select the risk indicator (from 1 to 7) from the selection list. The basis is the 7 risk classes on a VaR basis analogous to the PRIIPS regulation (Synthetic Risk and Reward Indicator "SRRI").
Distribution channel	Select the distribution channel from the selection list: Consultation-free business Execution only Investment advice
Investment horizon	Select the customer's investment horizon from the selection list: Short-term (less than 3 years) Medium-term (3-5 years) Long-term (more than 5 years)
Knowledge/Experience	Select the customer's level of knowledge of financial products in the selection list: Basic knowledge and/or experience Average knowledge and/or experience Extensive knowledge and/or experience Special knowledge and/or experience
Customer category	Select the category from the selection list: Private customer Suitable counterparty Professional customer
Opting-in/Opting-out	[Only for FIDLEG] Activate this checkbox if the (FIDLEG) holder uses opting-in or opting-out. If necessary, please also read the section Information on FIDLEG.
Risk/return	Select the risk class (from 1 to 7) from the selection list.
Taking MiFID II sustainability preferences into account	Activate this checkbox if the MiFID II sustainability preferences are to be taken into account during profiling.
Total share pursuant to the Disclosure Regulation	In this selection list, select the appropriate total share in accordance with the Disclosure Regulation as standard, e.g. from the following values: From 0% (= no preference) From 5% From 25% From 50%
Total share according to taxonomy regulation	In this selection list, select the appropriate total share in accordance with the Taxonomy Regulation as standard, e.g. from the following values: From 0% (= no preference) From 5% From 25% From 50%
Consideration of PAI-ESG categories	Activate this checkbox if the PAI-ESG categories are to be taken into account during profiling.