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Risk Profiling
MY MONEY INVESTMENTS...STOP GUESSING, START KNOWING !!
Client Risk Profiling Form
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Client Risk Profile
Fill In Basic Details To Proceed Further
Name
*
First Name
Last Name
Email
*
example@example.com
Phone
*
Phone Number
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Stop Guessing, Start Knowing
Select the most appropriate field.
I am more interested in the long term growth potential of my investments rather than in earning a regular current income from my investments.
Strongly Agree
Agree
Disagree
Strongly Disagree
In return for potential long-term gains, I can tolerate sharp ups and downs in the short-term value of my investments.
Strongly Agree
Agree
Disagree
Strongly Disagree
I would prefer an investment that has a 50% chance of losing 5% and a 50% chance of gaining 20% in one year, rather than an investment that will guarantee a 5% return in one year.
Strongly Agree
Agree
Disagree
Strongly Disagree
I am comfortable holding on to an investment even though it declines sharply in value.
Strongly Agree
Agree
Disagree
Strongly Disagree
I am willing to take the risk associated with shares in order to earn a potential return greater than the rate of inflation.
Strongly Agree
Agree
Disagree
Strongly Disagree
My investment may take 10 years to provide the returns I expect. Am I comfortable?
Very Comfortable
Uncomfortable
Comfortable
Very Uncomfortable
When it comes to investing, I would describe myself as:
Inexperienced
Somewhat Inexperienced
Somewhat Experienced
Very Experienced
In normal market conditions, I expect the following return from my investments.
0-4% P.a
5-7% P.a
7-15% P.a
Over 15% P.a
The most risky investment I would make is:
Depositing Money In Banks Savings Account
Investments In Investment Grade Bonds
Investments In Mutual Funds
Investments In Blue Chip Shares
I consider investing into a high risk, highly volatile investment for the possibility of high returns?
Always
Sometimes
Rarely, Would Be A Bit Of Gamble
Never
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