ABOUT YOU

Yourself

Partner (if applicable)

YOUR FAMILY

YOUR INCOME & EXPENDITURE

Yourself

Partner

ASSETS & LIABILITIES

Yourself

Partner

EXISTING FINANCIAL PROVISION

Life Assurance cover

Serious Illness/Income Insurance

Savings & Investments

Pensions Provisions

Mortgage & Loan Details

RISK ASSESSMENT QUESTIONNAIRE

Investment Experience

How experienced an investor are you?
I am not experienced, I have rarely invested in the pastI have invested before but only in relatively simple productsAlthough I am not an expert, I do understand how markets work and am comfortable in my ability to make most investment decisionsI have made investments in the past and would consider myself an experienced investor

Importance of this Investment

How important to you, is the investment you are considering now?
I am very reliant on this investment and would be in trouble if I lost any of itI have other funds/sources of income but would feel pain if I suffered significant losses nowI will not be reliant on this investment in the next 10 years, but I will be after thatThese are surplus funds and I am unlikely to be dependent on them

Safety of this Investment

Thinking of the investment you are about to make, do you agree/disagree with the following statement: ‘I want my investment to be safe even if it means lower returns in the long run’
I strongly agree with this statementI tend to agree with this statementI neither agree nor disagree with this statementI tend to disagree with this statementI strongly disagree with this statement

Risk and Return Expectations

What risk and return expectations do you have for this investment?
I would only invest if I had a guarantee of getting at least my original investment backI want to earn a little more than I could on deposit. I would only take on a small amount of risk to achieve thisI am looking for steady long term growth and am prepared for some short term fluctuations in the value of my investmentI am looking for strong long term growth and understand this could lead to large fluctuations in the value of my investmentI want to maximise returns and am very comfortable taking on a high degree of risk to achieve this

Attitude to Short Term Loss

In order to achieve higher returns you need to be comfortable with short term losses. What is the maximum percentage of loss you could tolerate in any 12 month period, before becoming uncomfortable?

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