Client Investment Risk / Feature Profile Questionnaire
Name
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Date
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Day
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Month
Year
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Please indicate the most appropriate response to the following questions
1. How long is the period of your investment?
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Less than 1 year
1 to 2 years
2 to 4 years
4 to 7 years
7 to 10 years
More than 10 years
2. Generally speaking, given the proposed term of your investment, how would you describe your willingness to accept financial risks (or variability in returns) in seeking higher returns?
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Not at all
Low
Moderate
High
Very High
3. How comfortable are you with long-term investments (eg shares) that may fall in value from time to time
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Not at all
I am reasonably comfortable
I am very comfortable
4. How reliant will you be on income from this or these investment(s) during the investment period
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I will need all my income from this investment as I have no other sources of income (eg salary or other investment income)
I will need most of my income from this investment
I will need some income from this investment
I may need some income from this investment but I hope to have enough to live on from other sources
I will not need income from this investment as I will have sufficient income from other sources
5. Generally speaking, and considering the propsed term of your investment, which of the following statements best summarises your objective?
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Preservation of capital
Consistent income with security of capital
Steady income and some capital growth associated with limited fluctuation in capital value
A balance of income and capital growth with some fluctuation in capital value
Capital growth is more important than income
Capital growth only with the associated greater fluctuation in capital value
6. Investment markets can go up or down in value. At what point would you feel concerned about your investment?
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Any fall in value
A fall of 5%
A fall of 10%
A fall of 20%
A fall of more than 25%
7. Assuming you were invested for the longer term and the value of your investments fell by 25% in a short period of time (eg one month), would you:
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Move your investments to an alternative immediately?
Consider moving your investments to an alternative within 3 months?
Consider moving half your investments to an alternative within 6 months?
Stay invested but have some concern?
Stay invested but not be concerned?
8. How important to you is it that the value of your investments grows faster than inflation
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Not important - I would rather protect the value of my investment
Slightly important - but I'm not prepared to take unnecessary risk
Fairly important - I know that I will need to take some risks to ensure my returns exceed inflation
Very important - my priority is for these funds to growth significantly above inflation
9. How would you describe your understanding of the investment markets
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I have very little understanding or interest
I am not very familiar with investments
I have enough experience to understand that markets fluctuate
I am an experienced investor in some asset classes
I am experienced and knowledgeable about all asset classes
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