Risk Profile Questionnaire

  • Your Investing Experience

    To provide you with financial advice, your adviser firstly needs to understand how experienced you are with investing.

  • Your Attitude to Risk

    These questions will help you and your adviser to better understand how you think about risk. There are no right or wrong answers, you just need to select the answer that is the best match for how you feel.

  • Your Capacity for Risk

    These questions are designed to understand how your financial situation might affect how much risk you can take. Taken together with the previous questions, they will help your adviser provide you with financial advice that is appropriate for your needs.