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Attitude to Risk Questionnaire
Step
1
of
6
16%
Risk Profile
Client Name:
*
Email Address:
*
Please tell us your Financial Advisers Name:
*
I would enjoy exploring investment opportunities for my money:
*
Please Select
I strongly agree with this statement
I tend to agree with this statement
In between
I tend to disagree with this statement
I strongly disagree with this statement
I would go for the best possible return even if there were risk involved
*
Please Select
Always
Usually
Sometimes
Rarely
Never
How would you describe your typical attitude when making important financial decisions?
*
Please Select
Very adventurous
Fairly adventurous
Average
Fairly cautious
Very cautious
If I had money invested in shares I would be nervous about the stock market falling in the short term.
*
Please Select
I strongly agree with this statement
I tend to agree with this statement
In between
I tend to disagree with this statement
I strongly disagree with this statement
What amount of risk do you feel you have taken with your past financial decisions?
*
Please Select
Very Large
Large
Medium
Small
Very small
To reach my financial goal I prefer an investment which is safe and grows slowly but steadily, even if it means lower growth overall.
*
Please Select
I strongly agree with this statement
I tend to agree with this statement
In between
I tend to disagree with this statement
I strongly disagree with this statement
When I consider investments that have an element of risk I feel quite anxious.
*
Please Select
I strongly agree with this statement
I tend to agree with this statement
In between
I tend to disagree with this statement
I 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 Select
Transfer your money to a more secure investment product to reduce the risk of further losses
Monitor the investment and wait to see if it improves
Invest more funds to take advantage of the lower price, expecting future growth
I am looking for high investment growth. I am willing to accept the possibility of greater losses to achieve this.
*
Please Select
I strongly agree with this statement
I tend to agree with this statement
In between
I tend to disagree with this statement
I strongly disagree with this statement
I usually feel confident where money is concerned.
*
Please Select
I strongly agree with this statement
I tend to agree with this statement
In between
I tend to disagree with this statement
I strongly disagree with this statement
If 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 Select
All of it
More than half
Half
Less than half
Very little, if any
How do you think that a friend who knows you well would describe your attitude to taking financial risks?
*
Please Select
Daring
Sometimes daring
A thoughtful risk taker
Careful
Very cautious and risk averse
If you had spare funds to invest, would you choose a risky investment for the excitement of seeing how it would perform?
*
Please Select
Definitely
Very likely
Possibly
Unlikely
Very unlikely
If you had picked an investment with potential for large gains but also the risk of large losses how would you feel
*
Please Select
Panicked and very uncomfortable
Quite uneasy
A little concerned
Accepting of the possible highs and lows
Excited by the potential for gain
Imagine that you have some money to invest and a choice of two investment products, which option would you choose?
*
Please Select
A product with a low average annual return but almost no risk of loss of the initial investment
A product with a higher average annual return but some risk of losing part of the initial investment
A mixture of the two products
I would prefer small certain gains to large uncertain ones
*
Please Select
I strongly agree with this statement
I tend to agree with this statement
In between
I tend to disagree with this statement
I strongly disagree with this statement
When considering a major financial decision which statement BEST describes the way you think about the possible losses or the possible gains?
*
Please Select
I'm excited about the possible gains
I'm optimistic about possible gains
I think about both the possible gains and losses
I am conscious of the possible losses
I worry about the possible losses
I want my investment money to be safe even if it means lower returns
*
Please Select
I strongly agree with this statement
I tend to agree with this statement
In between
I tend to disagree with this statement
I strongly disagree with this statement
Any comments you wish to make?
Supplementary Questions
Is this investment a significant proportion of your total wealth?
*
Please Select
Yes
No
Is this investment providing your daily living expenses?
*
Please Select
Yes
No
Would you need the money being invested to cover your expenses in an emergency?
*
Please Select
Yes
No
Do you have any dependants who rely on you financially?
*
Please Select
Yes
No
Do you have any major financial commitments that could mean you need to access this money earlier than you currently think?
*
Please Select
Yes
No
Are you experienced in investing?
*
Please Select
Yes
No
How much of this investment could you stand to lose without having a significant impact on your future standard of living?
*
Please Select
None or very limited losses
Small / medium losses could be tolerated
Large losses would have a low imapct on future
Date Completed:
*
DD slash MM slash YYYY
Home
About Us
Our Approach
Our Advisers
Our Services
Investments
Retirement Planning
Protection
Mortgages
Estate Planning
Corporate Services
Resources
Digital Magazine – Pension & Investment
Digital Magazine – Mortgage & Protection
Financial Guides
Our Blog
Financial News
Factsheets
Online Tools
File Transfer
Risk Profiler
Marketing Preferences
Client feedback
Contact Us
Client Login