The Investor Onboarding Quiz is a structured diagnostic assessment designed to categorize new investors according to risk tolerance, capital deployment horizon, liquidity requirements, and investment style preferences.

This onboarding module enables portfolio alignment across core strategic categories such as Global Blue-Chips, JSE Listed equities, Crypto/Blockchain exposure, High-Moat Stocks, and Emerging/Waitlist Companies.

Upon completion, participants receive a preliminary investor classification (Conservative, Balanced, Growth-Oriented, Opportunistic) to guide capital allocation strategy and portfolio construction.

This is a required onboarding step prior to portfolio strategy recommendations.