How do you feel about risk?

Your name*

Email*

Phone

Please tick the most appropriate answer

Strongly Disagree
Disagree
Neither Agree or Disagree
Agree
Strongly Agree

Compared to the average person, I would say I take more risks*

I would be willing to risk a percentage of my income / capital in order to get a good return on an investment*

To achieve high returns, it is necessary to choose high-risk investments*

I have been extremely cautious in my past financial investments*

Even if I experienced a substantial loss on an investment, I would not be put off making risky investments*

I believe that it is reckless to take financial risks*

When I'm faced with a financial decision I am generally more concerned about the possible losses than the probable gains*

I would rather know that I was getting a guaranteed rate of return than be uncertain about my investments*

Compared to the average person, I take lower financial risks*

I would rather put my money in a bank account than invest in shares*

I do not feel comfortable with financial uncertainty*

If my investment portfolio dropped significantly in value during the first three months, it would not bother me*

I would never take a chance with any amount of money*

I would accept potential losses in order to pursue long-term investment growth*

I believe that the only way to make money is to take financial risks**

Taking financial risks is important to me*

I would be happy investing a large proportion of my income / capital in a high-risk investment*

I would feel comfortable investing in shares*

Please tick the most appropriate answer

Not at all comfortable
Slightly comfortable
Moderately comfortable
comfortable
Very comfortable

How comfortable do you feel when you take a financial risk?*

Please tick the most appropriate answer

Risk averse
Somewhat risk averse
Neither risk averse nor a risk taker
A moderate risk taker
A risk taker

Overall, how would you place yourself on the following scale?*

What is your capacity for risk?

The following questions are not part of the psychometric attitude assessment and have no direct impact on the questionnaire results or selected risk level. However, the answers will help the investor and adviser identify areas that should also be considered when assessing suitability and choosing a risk level.

When do you intend to use the invested money?*

Short term (0 – 5 years)
Medium term ( 5 -10 years)
Long term (10+ years)
No fixed term

How much of this investment could you stand to lose without having a significant impact on your future standard of living?*

None or very limited losses
Small / medium losses could be tolerated
Large losses would have a low impact on future lifestyle

If you needed sudden access to a lump sum, how likely is it that you would need to encash this investment?*

I have other savings and investments, which I can use for most needs
I may need this investment if I needed access to a significant amount of money quickly
I would almost certainly need access to this investment

How do you feel about risk?