http://www.fadyart.com/parties#MIFIDQuestionnaire
Class 'MiFID questionnaire'


spin:rule
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#.
}
rdf:type
owl:Class
rdfs:comment
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.
rdfs:label
MiFID questionnaire
rdfs:subClassOf
`Acceptable result` some `Q3 Risk attitude`
`Investment goal` all `Q1 Investment goal`
`Income sufficiency level` some `Q8 Income sufficiency`
`Time for the goal` all `Q2 Time span to reach the goal`
`Available fortune size` some `Q5 Free and available fortune size`
`Share of total fortune` all `Q6 Portfolio share of the fortune`
`Income source` some `Q7 Income source`
`Professional contacts` some `Q9 Q9 Familiarity with investments with investments`
`Acceptable result` all `Q3 Risk attitude`
`Professional contacts` all `Q9 Q9 Familiarity with investments with investments`
`Available fortune size` all `Q5 Free and available fortune size`
`Investment goal` some `Q1 Investment goal`
`Income source` all `Q7 Income source`
`Share of total fortune` some `Q6 Portfolio share of the fortune`
`Income sufficiency level` all `Q8 Income sufficiency`
`Valuation decline reaction` all `Q4 Risk sensitivity`
owl:Thing
`Time for the goal` some `Q2 Time span to reach the goal`
`Valuation decline reaction` some `Q4 Risk sensitivity`
Instances
MQ GomezJuan, Mq Johnson John, MQ Van Tieghem Fabienne, MQ Vanderlinden Patrick, MQ Vanderlinden Simon

References

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