The result of the Client Suitability Assessment (CSA) questionnaire is valid for 3 years. The system will prompt you when it is due for updating.

You may also update it once a year during the anniversary date of when you first filled it up.  If you have previously agreed to the waiver to allow you to buy funds outside of your risk profile, then this waiver will be terminated when you update it. The system may prompt you to approve a new waiver based on your updated profile.