Risk AssessmentStep 1 of 250%I would enjoy exploring investment opportunities for my money*I strongly agree with this statementI tend to agree with this statementIn betweenI tend to disagree with this statementI strongly disagree with this statementI would go for the best possible return even if there were risk involved.*AlwaysUsuallySometimesRarelyNeverHow would you describe your typical attitude when making important financial decisions?*Very AdventurousFairly adventurousAverageFairly cautiousVery cautiousWhat amount of risk do you feel you have taken with your past financial decisions?*Very largeLargeMediumSmallVery SmallTo reach my financial goal I prefer an investment which is safe and grows slowly but steadily, even if it means lower growth overall.*I strongly agree with this statementI tend to agree with this statementIn betweenI tend to disagree with this statementI strongly disagree with this statementWhen I consider investments that have an element of risk I feel quite anxious.*I strongly agree with this statementI tend to agree with this statementIn betweenI tend to disagree with this statementI strongly disagree with this statementImagine that six months after making an investment the financial markets start to perform badly. In line with this, your own investment goes down by a significant amount. What would your reaction be?*Withdraw your money and put it in a savings account to prevent any further lossesTransfer your money to a more secure investment product to reduce the risk of further lossesMonitor the investment and wait to see if it improvesInvest more funds to take advantage of the lower price, expecting future growthI am looking for high investment growth. I am willing to accept the possibility of greater losses to achieve this.*I strongly agree with this statementI tend to agree with this statementIn betweenI tend to disagree with this statementI strongly disagree with this statementIf you had money to invest, how much would you be willing to place in an investment with possible high returns but a similar chance of losing some of your money?*All of itMore than halfHalfLess than halfVery little, if anyHow do you think that a friend who knows you well would describe your attitude to taking financial risks?*DaringSometimes daringA thoughtful risk takerCarefulVery cautious and risk averseIf you had picked an investment with potential for large gains but also the risk of large losses how would you feel:*Panicked and very uncomfortableQuite uneasyA little concernedAccepting of the possible highs and lowsExcited by the potential for gainImagine that you have some money to invest and a choice of investment products, which option would you choose?*A product with a low average annual return but almost no risk of loss of the initial investmentA product with a higher average annual return but some risk of losing part of the initial investmentA mixture of the two products aboveI would prefer small certain gains to large uncertain ones*I strongly agree with this statementtend to agree with this statementIn betweenI tend to disagree with this statementI strongly disagree with this statementWhen considering a major financial decision which statement BEST describes the way you think about the possible losses or the possible gains?*I’m excited about the possible gainsI’m optimistic about possible gainsthink about both the possible gains and lossesI am conscious of the possible lossesI worry about the possible lossesI want my investment money to be safe even if it means lower returns*I strongly agree with this statementtend to agree with this statementIn betweenI tend to disagree with this statementI strongly disagree with this statementName*Email Address*
