Whether a product fits the stated circumstances, objectives and knowledge of the person in front of you. A question about the match and never a forecast — and the record of it is what is examined afterwards.
Where Suitability is explained in depth
The definition above is the short version. These pages put it to work, in the order they use it most:
Information and education only. Every page, figure and
calculator on this site exists to explain how financial instruments work. Nothing here is
investment, tax or legal advice, a recommendation, or a valuation you can rely on.Full disclaimer