This questionnaire helps us understand your attitude to investment risk so we can recommend a strategy that genuinely suits you and your goals. It takes around 10 minutes to complete.
Secure and confidentialTakes 10 minutesFCA regulated
Form 0% complete
Title *
MrMrsMissMsDrOther
Surname *
Full forename(s) *
Date of birth *
Postcode *
Question 1
When do you need this money, or how long do you want to hold on to this investment?
Enter a number of years from 3 to 30. This time period is very important in the risk assessment process.
Question 2
Do you have an emergency fund to provide for unexpected expenses, to avoid needing to draw on medium- to long-term savings to meet immediate needs?
You should allow the equivalent of at least three months' net income for emergencies.
Question 3
What is your expectation of your future earnings over the next five years?
Question 4
What percentage of your total assets (excluding your home) are you proposing to invest now?
Question 5
Which statement most closely reflects your current financial situation?
Question 6
Which statement best describes your objectives for this investment?
Question 7
At the beginning of the year you have £100,000 invested. The options below show the potential best and worst case value of four possible investments at the end of the same year. Which investment would you prefer?
This is for illustration only and does not reflect the performance of a specific fund or index.
Question 8
What level of fall in the value of this portfolio over a one-year period would concern you, bearing in mind that investment in shares requires a long-term view?
Question 9
Suppose one year ago you invested £100,000 in a portfolio. Today you've checked its value and find it is now worth £87,000. How would you feel?
Question 10
You are more concerned that your investments grow faster than inflation, than you are about returns over any one-year period.
Question 11
If you could increase your chances of improving your returns by taking more risk, would you be:
How much do you wish to invest? (£) *
(a) If you are investing for growth (e.g. optimised portfolio)
Target amount you wish to achieve (£)
When do you need this money? (years)
In deciding upon your target, please allow for the effects of inflation, investment risk and your tax position.
(b) If you are investing for income (e.g. yield portfolio)
What is your expected tax rate?
BasicHigher
What annual yield do you require (after allowing for the specified tax rate)? (%)
Investors should assess the acceptable inflation and investment risk of not meeting a given target (after allowing for personal tax), particularly for periods under 10 years for volatile investments.
Your adviser will use your answers to compute a suggested risk score and asset allocation. This is only a guide, and you can decide, with your adviser's help, to invest more conservatively or more aggressively. We do not provide advice on selecting specific investments as part of this questionnaire.
Your signature *
Typing your name here and submitting this form is your electronic signature and has the same legal effect as a handwritten one.
Date of signature
Date questionnaire completed
Declaration
I confirm that the information provided in this questionnaire is accurate to the best of my knowledge, and that my signature above is intended as my legal signature and confirmation of the answers given.
I confirm the above declaration and consent to Retirement Professionals using this information as part of my investment risk profiling.
Thank you
Your investment risk profile questionnaire has been received. Your adviser will review your answers and be in touch to discuss your results and next steps.