A requirement to determine if an investment strategy is appropriate or suitable for a given investor, based on the investor's goals and financial situation.

Use suitability in a sentence

The suitability of buying these stocks for you is good, because you want low risk stocks and these meet the requirements.

​ Was this Helpful? YES  NO 6 people found this helpful.

The suitability of an investment will change based on common factors such as age, risk, income, retirement goals, and unexpected life changes.

​ Was this Helpful? YES  NO 4 people found this helpful.

The age of the elderly lady affect her suitability for the exchange fund as she did not need to take an investment with such large risks but instead she needed a safer investment which would ensure her adequate cash flow for the res t of her life.

​ Was this Helpful? YES  NO 2 people found this helpful.

Show more usage examples...

Browse Definitions by Letter: # A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
Rule 405 Know Your Customer