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Investment Risk Assessment Questionnaire

Ask clients about their time horizon, priorities and how they would react to market drops to gauge how much risk they can live with. Built for financial advisors who need to back up their recommendations.

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Client details

Your name*

First Name

Last Name

Your email*

Your mobile number*

Given your goals, when do you expect to start withdrawing money?

In less than 1 year In 1 to 3 years In 4 to 6 years In 7 to 10 years In more than 10 years

Once withdrawals start, how long does the money need to last?

I'll take it all at once Up to 5 years 6 to 10 years More than 10 years

It is important to you to:

Protect the money I've invested Earn a steady income Grow with balanced risk Maximize long-term growth

You have $100,000 invested at the start of the year. The chart shows the possible range of values for five hypothetical portfolios after one year. Which one are you most comfortable with?

Portfolio A (lowest risk) Portfolio B Portfolio C Portfolio D Portfolio E (highest risk)

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Which statement best describes your tolerance for investment risk?

I don't want to lose value at any point I can accept small, occasional losses I accept ups and downs for better returns I accept large swings in pursuit of top returns

If the stock market fell while you held a diversified portfolio, when would you move your riskier holdings into safer assets?

Right away, at the first drop After a 10% drop After a 20% drop I wouldn't sell; I'd wait for a recovery

I would describe my risk/return profile as follows (see the chart)

Conservative Moderately conservative Moderate Moderately aggressive Aggressive

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I agree*

I confirm my answers are accurate I agree to be contacted by my advisor about the results I accept the processing of my personal data

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