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?