Attitude to Risk Questionnaire Step 1 of 6 16% Risk ProfileClient Name:*Email Address:* Please tell us your Financial Advisers Name:*I would enjoy exploring investment opportunities for my money:*Please SelectI strongly agree with this statementI tend to agree with this statementIn betweenI tend to disagree with this statementI strongly disagree with this statementI would go for the best possible return even if there were risk involved*Please SelectAlwaysUsuallySometimesRarelyNeverHow would you describe your typical attitude when making important financial decisions?*Please SelectVery adventurousFairly adventurousAverageFairly cautiousVery cautious If I had money invested in shares I would be nervous about the stock market falling in the short term.*Please SelectI strongly agree with this statementI tend to agree with this statementIn betweenI tend to disagree with this statementI strongly disagree with this statementWhat amount of risk do you feel you have taken with your past financial decisions?*Please SelectVery LargeLargeMediumSmallVery smallTo reach my financial goal I prefer an investment which is safe and grows slowly but steadily, even if it means lower growth overall.*Please SelectI strongly agree with this statementI tend to agree with this statementIn betweenI tend to disagree with this statementI strongly disagree with this statementWhen I consider investments that have an element of risk I feel quite anxious.*Please SelectI strongly agree with this statementI tend to agree with this statementIn betweenI tend to disagree with this statementI strongly disagree with this statement Imagine that six months after making an investment the financial markets start to perform badly. In line with this, your own investment goes down by a significant amount. What would your reaction be?*Please SelectTransfer your money to a more secure investment product to reduce the risk of further lossesMonitor the investment and wait to see if it improvesInvest more funds to take advantage of the lower price, expecting future growthI am looking for high investment growth. I am willing to accept the possibility of greater losses to achieve this.*Please SelectI strongly agree with this statementI tend to agree with this statementIn betweenI tend to disagree with this statementI strongly disagree with this statementI usually feel confident where money is concerned.*Please SelectI strongly agree with this statementI tend to agree with this statementIn betweenI tend to disagree with this statementI strongly disagree with this statementIf you had money to invest, how much would you be willing to place in an investment with possible high returns but a similar chance of losing some of your money?*Please SelectAll of itMore than halfHalfLess than halfVery little, if any How do you think that a friend who knows you well would describe your attitude to taking financial risks?*Please SelectDaringSometimes daringA thoughtful risk takerCarefulVery cautious and risk averseIf you had spare funds to invest, would you choose a risky investment for the excitement of seeing how it would perform?*Please SelectDefinitelyVery likelyPossiblyUnlikelyVery unlikelyIf you had picked an investment with potential for large gains but also the risk of large losses how would you feel*Please SelectPanicked and very uncomfortableQuite uneasyA little concernedAccepting of the possible highs and lowsExcited by the potential for gainImagine that you have some money to invest and a choice of two investment products, which option would you choose?*Please SelectA product with a low average annual return but almost no risk of loss of the initial investmentA product with a higher average annual return but some risk of losing part of the initial investmentA mixture of the two products I would prefer small certain gains to large uncertain ones*Please SelectI strongly agree with this statementI tend to agree with this statementIn betweenI tend to disagree with this statementI strongly disagree with this statementWhen considering a major financial decision which statement BEST describes the way you think about the possible losses or the possible gains?*Please SelectI'm excited about the possible gainsI'm optimistic about possible gainsI think about both the possible gains and lossesI am conscious of the possible lossesI worry about the possible lossesI want my investment money to be safe even if it means lower returns*Please SelectI strongly agree with this statementI tend to agree with this statementIn betweenI tend to disagree with this statementI strongly disagree with this statementAny comments you wish to make? Supplementary QuestionsIs this investment a significant proportion of your total wealth?*Please SelectYesNoIs this investment providing your daily living expenses?*Please SelectYesNoWould you need the money being invested to cover your expenses in an emergency?*Please SelectYesNoDo you have any dependants who rely on you financially?*Please SelectYesNoDo you have any major financial commitments that could mean you need to access this money earlier than you currently think?*Please SelectYesNoAre you experienced in investing?*Please SelectYesNoHow much of this investment could you stand to lose without having a significant impact on your future standard of living?*Please SelectNone or very limited lossesSmall / medium losses could be toleratedLarge losses would have a low imapct on futureDate Completed:* Date Format: DD slash MM slash YYYY