INCOME PROFILE QUESTIONNAIRE (CLIENT 1) Strongly Strongly Agree Neutral Disagree Agree Disagree I would generally save money using a bank or building society account, 1 rather than through funds invested in the financial markets (e.g. stocks and shares, etc.) I have some personal experience of 2 investments which have gone up and down in value I would be willing to accept fluctuations (i.e. rises and falls) in 3 my income from savings caused by the ups and downs in financial markets I would be willing to accept fluctuations (i.e. rises and falls) in 4 the value of my savings pot caused by the ups and downs in financial markets I would like to ensure that my savings pot does not fall in value, 5 even if that means accepting a lower income from savings from time to time I would be more concerned about a fall in the value of my savings pot, 6 than a fall in the amount of my income from savings It is important that the of my savings pot keeps pace with 7 inflation (i.e. increasing at the same rate as the general level of prices for goods and services is increasing) A stable income from savings is more important to me than 8 able to grow my savings pot over time If my income from savings fell, I would be prepared to dip into the 9 savings pot to maintain the withdrawals I require If the value of my savings pot were to fall due to movements in 10 financial markets, I would consider investing more Growing the value of my savings pot over time is important to me, 11 even if I have to accept that it may fall in value from time to time INCOME PROFILE QUESTIONNAIRE
INCOME PROFILE QUESTIONNAIRE (CLIENT 1) Strongly Agree Agree Neutral Disagree Strongly Disagree 1 I would generally save money using a bank or building society account, rather than through funds invested in the financial markets (e.g. stocks and shares, etc.) 2 I have some personal experience of investments which have gone up and down in value 3 I would be willing to accept fluctuations (i.e. rises and falls) in my income from savings caused by the ups and downs in financial markets 4 I would be willing to accept fluctuations (i.e. rises and falls) in the value of my savings pot caused by the ups and downs in financial markets 5 I would like to ensure that my savings pot does not fall in value, even if that means accepting a lower income from savings from time to time 6 I would be more concerned about a fall in the value of my savings pot, than a fall in the amount of my income from savings 7 It is important that the of my savings pot keeps pace with inflation (i.e. increasing at the same rate as the general level of prices for goods and services is increasing) 8 A stable income from savings is more important to me than able to grow my savings pot over time 9 If my income from savings fell, I would be prepared to dip into the savings pot to maintain the withdrawals I require 10 If the value of my savings pot were to fall due to movements in financial markets, I would consider investing more 11 Growing the value of my savings pot over time is important to me, even if I have to accept that it may fall in value from time to time INCOME PROFILE QUESTIONNAIRE
Income%20Profile%20Questionnaire%20Stand%20Alone%20-%20November%202017%20-%20Defaqto.docx