How do I modify goal or change investment portfolio? (HK)
To Modify your Goal
1. Select the goal you would like to modify under "Goals"
2. Select "Manage goal" > “Modify goal”
3. You may add or remove funds to your goal. You may also amend the allocations of each of the funds within your goal. The portfolio analysis will ensure that the new funds selected are suitable for your risk profile.
4. Once you've confirmed the allocations for all your funds within the goal and the portfolio risk analysis is suitable for you, press "continue" and the goal will be updated.
5. Please note that if the new funds are unsuitable for your risk profile you will be prompted to modify your fund selection.