This questionnaire is designed to help assess your attitude towards investment risks. This is an important process in assisting to identify an appropriate investment strategy and make recommendations that suit your specific requirements. By completing the questionnaire below, you will be provided with some indication of your overall attitude towards risk of a particular type of investor and investment characteristics. Please note that this evaluation is for reference only which may not accurately reflect your actual attitude towards risks-taking and risk tolerance level.
FOR JOINT APPLICATIONS
People who hold assets jointly often have differing views regarding the level of risk they are prepared to accept. If you have different views to your partner, please complete a separate questionnaire.
QUESTION 1. TIMEFRAME AND INCOME
Our Portfolios are constructed with a minimum 3-5 year investment horizon
If yes, how much and when would you require it?
Currency & Amount
QUESTION 2. PREVIOUS INVESTMENT
QUESTION 2(A)
Do you have knowledge and/or experience of derivatives? (Derivatives includes but is not limited to futures,
options, warrants, callable bull/bear contracts, convertible bonds, synthetic exchange traded funds and
structured products etc.)
QUESTION 2(B)
Please choose the best description of the way(s) you acquired your derivatives products’ knowledge.
(You can choose more than one)
QUESTION 4. PROFILE
Indicate your risk profile by marking in the space(s) below, what percentage of your investment should be cautious, balanced and/or adventurous. Please complete each box with numbers that total 100%.
QUESTION 5. TARGETED RETURN
Keeping in mind the fact that the higher return,
the higher the risk, approximately what annual
rate of return would you need to meet your goals?
% per annum
QUESTION 6. INCOME CURRENCY
QUESTION 7. RETIREMENT
QUESTION 8. ASSET ALLOCATION
Indicate preferred asset allocation by class, area and/or sector.
QUESTION 9. CURRENCY EXPOSURE
Investing in currencies other than that of your base currency can have a detrimental effect on investment
performance.
APPLICANT APPROVAL
*Required field
IMPORTANT NOTE
Upon submission you will receive a copy of the questionnaire together with your score from the Risk Profile Assessment (Question 3) together with an explanation of how this is calculated.
This questionnaire is confidential and will be used only for the purpose of establishing or reviewing your Risk Profile which forms the basis of discussions between you and your consultant to ensure that investments/portfolios are being managed according to your risk tolerance, which may have altered, sometimes significantly due to a change of circumstances.
You are required to inform us (insurance company) if there is any substantial change of information provided in the form before the policy is issued.
I hereby declare that the information contained in the Risk Profile Questionnaire above is an accurate and complete record of my attitude to risk. Any advice and recommendations will be based on the information provided in the above.