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Investor risk profile questionnaire
The purpose of this Questionnaire is to help you consider the various investment risks and to understand how they impact on your personal circumstances. The following questions define your attitude to security and the level of risk you are prepared to accept for your investments. Tick the box next to the statement which reflects your attitude best.
Which of the following best described your current needs?
When do you expect to need to access all or part of your investment?
What is your knowledge of financial markets and investments?
How risky would you like your investments to be?
How would you feel if a short-time after placing your investment it decreases by 20%?How risky would you like your investments to be?
How many years have you been investing in investment products?
Which investments do you own or have owned in the past?
If you held an investment portfolio for the next ten years how would you expect the average yearly return would compare to money invested in Fixed Deposit in a bank?
If you had to choose between a secure job with a reasonable salary and a highly paid job with less security, which would you pick?
. If you receive a financial windfall, e.g. an inheritance, what would you do with the money?
Apart from your home, have you ever borrowed money to make an investment?
By clicking "Next", you are agreeing to the terms and conditions. The information provided is used as a general guide to help you assess your current risk profile and is not intended to be construed as a representation by us as an offer to sell or a solicitation of an offer to buy any products or services.
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