Strongly Strongly Agree Neutral Disagree Agree Disagree People who know me 1 would describe me as a cautious person I feel comfortable about 2 investing in the stock market I generally look for the 3 safer investments, even if that means lower returns Usually it takes me a long 4 time to make up my mind on financial matters I associate the word 5 with the idea of “risk” “opportunity” I generally prefer bank 6 deposits to riskier investments I find investment matters 7 easy to understand I’m willing to take substantial investment 8 risk to earn substantial returns I have little experience of 9 investing in stocks and shares I tend to be anxious 10 about the investment decisions I’ve made I’d rather take my chances with higher risk 11 investments than increase the amount I’m saving I’m concerned by the 12 volatility of stock market investments CAPACITY FOR LOSS (CLIENT 1) Less than 3 years 3 9 years 10 14 years 15+ years – –
Strongly Agree Agree Neutral Disagree Strongly Disagree 1 People who know me would describe me as a cautious person 2 I feel comfortable about investing in the stock market 3 I generally look for the safer investments, even if that means lower returns 4 Usually it takes me a long time to make up my mind on financial matters 5 I associate the word “risk” with the idea of “opportunity” 6 I generally prefer bank deposits to riskier investments 7 I find investment matters easy to understand 8 I’m willing to take substantial investment risk to earn substantial returns 9 I have little experience of investing in stocks and shares 10 I tend to be anxious about the investment decisions I’ve made 11 I’d rather take my chances with higher risk investments than increase the amount I’m saving 12 I’m concerned by the volatility of stock market investments CAPACITY FOR LOSS (CLIENT 1) Less than 3 years 3 – 9 years 10 – 14 years 15+ years
Risk%20Profile%20Questionnaire%20Stand%20Alone%20-%20November%202017%20-%20Defaqto.docx