In order to establish your attitude to risk, please complete this questionnaire. Your answers will be reviewed by a member of our team and your adviser will be in contact to discuss the results.
There are several aspects to investment risk including how investors feel about risk, how much risk investors can afford to or wish to take and the risk of not meeting a particular goal or objective. Understanding an investor’s attitude to risk will allow the adviser’s recommendations to be tailored to better meet their needs.
Please note: The final selected risk profile will be an important factor in which products and funds are recommended (if any). Consideration should be given to the term over which to invest, the importance of the investment with regard to the individual’s overall financial circumstances, and whether they can afford sustained periods of loss. If they are in any doubt about their risk profile or feel that they have not understood any aspect of this process, they should discuss the matter with the adviser before confirming their risk level.