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CONSTRUCT { ?this Calculated risk profile ?riskprofile http://www.fadyart.com/parties#. } WHERE { ?this Professional contacts ?familiarity http://www.fadyart.com/parties#. ?familiarity MIFID score ?familiarityscore http://www.fadyart.com/parties#. ?this Acceptable result ?riskattitude http://www.fadyart.com/parties#. ?riskattitude MIFID score ?attitudescore http://www.fadyart.com/parties#. ?this Income source ?incomesource http://www.fadyart.com/parties#. ?incomesource MIFID score ?incomesourcescore http://www.fadyart.com/parties#. ?this Investment goal ?investmentgoal http://www.fadyart.com/parties#. ?investmentgoal MIFID score ?goalscore http://www.fadyart.com/parties#. ?this Valuation decline reaction ?risksensitivity http://www.fadyart.com/parties#. ?risksensitivity MIFID score ?sensitivityscore http://www.fadyart.com/parties#. ?this Available fortune size ?fortunesize http://www.fadyart.com/parties#. ?fortunesize MIFID score ?sizescore http://www.fadyart.com/parties#. ?this Time for the goal ?timetoreachgoal http://www.fadyart.com/parties#. ?timetoreachgoal MIFID score ?timescore http://www.fadyart.com/parties#. ?this Income sufficiency level ?incomesufficiency http://www.fadyart.com/parties#. ?incomesufficiency MIFID score ?sufficiencyscore http://www.fadyart.com/parties#. ?this Share of total fortune ?fortunepartinportfolio http://www.fadyart.com/parties#. ?fortunepartinportfolio MIFID score ?fortunepartscore http://www.fadyart.com/parties#. LET (?totalscore http://www.fadyart.com/parties#= ((((((((?familiarityscore + ?sensitivityscore) + ?attitudescore) + ?timescore) + ?incomesourcescore) + ?fortunepartscore) + ?sizescore) + ?sufficiencyscore) + ?goalscore)) http://www.fadyart.com/parties#. LET (?riskprofile http://www.fadyart.com/parties#= smf:if(((?totalscore > 325) && (?totalscore < 401)), "Conservative")) . LET (?riskprofile := smf:if(((?totalscore > 250) && (?totalscore < 326)), "Defensive")) . LET (?riskprofile := smf:if(((?totalscore > 175) && (?totalscore < 251)), "Neutral")) . LET (?riskprofile := smf:if(((?totalscore > 100) && (?totalscore < 176)), "Dynamic")) . LET (?riskprofile := smf:if(((?totalscore > 50) && (?totalscore < 101)), "Aggressive")) . LET (?riskprofile := smf:if(((?totalscore >= 0) && (?totalscore < 51)), "Speculative")) . LET (?riskprofile := smf:if((?totalscore >= 400), "Save")) http://www.fadyart.com/parties#. } |
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| owl:Class |
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| The questions and answers which form the basis for the investment profile of a party. The obligation comes from de EU Markets in Financial Instruments Directive. |
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| MiFID questionnaire |
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| `Acceptable result` some `Q3 Risk attitude` |
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| `Investment goal` all `Q1 Investment goal` |
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| `Income sufficiency level` some `Q8 Income sufficiency` |
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| `Time for the goal` all `Q2 Time span to reach the goal` |
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| `Available fortune size` some `Q5 Free and available fortune size` |
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| `Share of total fortune` all `Q6 Portfolio share of the fortune` |
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| `Income source` some `Q7 Income source` |
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| `Professional contacts` some `Q9 Q9 Familiarity with investments with investments` |
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| `Acceptable result` all `Q3 Risk attitude` |
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| `Professional contacts` all `Q9 Q9 Familiarity with investments with investments` |
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| `Available fortune size` all `Q5 Free and available fortune size` |
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| `Investment goal` some `Q1 Investment goal` |
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| `Income source` all `Q7 Income source` |
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| `Share of total fortune` some `Q6 Portfolio share of the fortune` |
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| `Income sufficiency level` all `Q8 Income sufficiency` |
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| `Valuation decline reaction` all `Q4 Risk sensitivity` |
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| owl:Thing |
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| `Time for the goal` some `Q2 Time span to reach the goal` |
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| `Valuation decline reaction` some `Q4 Risk sensitivity` |
| Instances | |
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| MQ GomezJuan, Mq Johnson John, MQ Van Tieghem Fabienne, MQ Vanderlinden Patrick, MQ Vanderlinden Simon | |
| References | |
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