System for assisting an individual in the selection of financial products

摘要

An investor uses a computer terminal (4) and communication network (5) to convey preferences, in factors such as term and degree of risk, to processing devices (7,8) which select a matching profile from a profile store (9) and store it (10). A database (1) stores details of financial products (2) and suitable investor profiles (3) and when a user selects a product (6) the linked investor profile (12) is compared (13) to the user profile (10) to ensure its suitability