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Home
About Us
Personal Services
Corporate Services
Career
Client Area
- Sign in
- Risk Profile
English
Svenska

Home
About Us
Personal Services
Corporate Services
Career
Client Area
- Sign in
- Risk Profile
English
Svenska

Investment Advisory Document

Client Investment Risk Profile Questionnaire

What best describes your current stage of life?(Required)

Single, no financial obligations.

A couple without children.

Young family with a home, mortgage and childcare responsibilities.

Mature family, peak of earnings potential, and mortgage under control.

Preparing for retirement, own your home and few financial burdens.

Retired, rely upon existing assets and pension provisions for income.

How familiar are you with Investment Matters?(Required)

Not familiar at all, feel uncomfortable with any risk.

Don’t understand them or prefer cautious assets with little risk.

Somewhat familiar, but don’t understand shares, happy to take some risk.

Fairly familiar, understand factors that influence performance.

Very familiar, understand investments and have my own investments.

How long have you been investing?(Required)

3 years or longer.

Up to 3 years.

This is my first investment.

How long would you invest excess capital for, before requiring access to it?(Required)

2 years or less.

3-5 years.

6-10 years.

Not for 10 years +

What best describes your risk?(Required)

Preferably guaranteed returns, don’t like any risk at all.

Stable reliable returns, minimal risk and tax savings.

Some variable returns, but overall a mainly cautious portfolio.

Moderate volatility, targeting grwoth and income balanced returns.

Aggressive, growth and some commodity volatility is not an issue.

If you invested 100K & the value dropped by 15% what would you do?(Required)

Sell all of the investments.

Sell a portion to cut your losses.

Hold the investment and await recovery.

Invest more into assets to reduce average cost price, in line with goals.

What kind of investment management do you prefer?(Required)

Passive, bonds and funds left to gain income over 3-4 years.

Active management buying funds to diversify any risk.

Active mixing asset classes to take gains and rebalance regularly.

Trading regularly to maximise upon equity & commodity gains.

Potential paper gains and losses of a 100K portfolio, which would suit?(Required)

Gain/Loss 15,000 / – 2,400

Gain/Loss 20,500 / – 6,400

Gain/Loss 26,600 / – 11,000

Gain/Loss 31,300 / – 14,600

What statement best describes your feelings towards investment?(Required)

I prefer little fluctuation in value, and would be classed as low risk & I understand that this would potentially mean lower returns

I prefer to diversify with a mix of assets, that have an overall cautious criteria

I prefer a spread of assets in a balanced portfolio, and understand risk

I prefer diver sification with an emphasis on growth and some income

I want to target higher returns and understand that this involves risk

How secure is your current and future income from salary and other assets?(Required)

Not secure

Somewhat secure

Fairly secure

Very secure

Agree(Required)

*I hereby acknowledge that the risk results (above) will be used to create my personal investment portfolio, unless I instruct otherwise in writing.

Signature

Name(Required)

First Last

Email(Required)

Enter Email Confirm Email

Date(Required)

MM slash DD slash YYYY

Your advisor(Required)

Hidden

Summary

Summary: Conservative

Summary: Balanced

Summary: Assertive (Growth)

Summary: Aggressive

Summary: Very Aggressive / Professional Investor

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