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Investment Risk Profile Questionnaire

This questionnaire is designed to help you consider your attitude towards investment risk.

Before creating a financial plan or investment strategy, it’s essential to understand your personal attitude to risk. Everyone’s comfort level is different — what feels right for one investor may feel uncomfortable for another.

Our Risk Profile Questionnaire helps identify how you view risk and reward, your investment experience, time horizon, and capacity for loss. The results allow your adviser to recommend an investment portfolio that matches your objectives and financial circumstances.

By understanding your risk tolerance, we can help you:

  • Build a diversified portfolio suited to your goals and lifestyle.
  • Balance potential growth with the level of volatility you’re comfortable with.
  • Ensure your plan adapts as your situation or market conditions change.

There are no right or wrong answers — the goal is to ensure your investments align with your peace of mind as well as your financial ambitions.

Take a few minutes to complete your Risk Profile Questionnaire today and gain clarity on the level of risk that’s right for you.

About you

your overall general attitude toward investment risk:

1. Which age range do you fall into?

2. How many years of experience do you have with investment products the value of which can fluctuate (including ‘buy and hold’ and active trading)? Investment products the value of which can fluctuate could include, for example, stocks, unit trusts, foreign currencies, commodities, structured investments, warrants, options, futures, investment-linked insurance plans.

3. Are you currently holding any of the below investment products?

4. Approximately what percentage of your assets (excluding own use property) is currently held in investment products where they can fluctuate?

5. Over a period of time the value of investments can rise and fall, this is called fluctuation Generally, the higher the investment risk the higher the potential fluctuation but also the higher the potential returns. On the other hand, the lower the potential fluctuation but also the lower the potential returns. What level of fluctuation would you generally be comfortable with?

6. Normally, what percentage of your monthly household income could be available for investment or savings?

7. It is generally true that the longer the investment horizon, the higher the risk an investor can tolerate. What time horizon would you generally be comfortable with when investing in products that value of which fluctuate? Please refer to question 2 for examples of such products.

8. How many months of your share of household expenses have you put aside to meet unforeseen events?

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