Risk Assessment Questionnaire

The Financial Risk Assessment Questionnaire, herein, offers a point-in-time assessment of risk tolerances of individual investors. All investors should be mindful of the level of risk that best suits their own particular circumstances. The implied risk tolerances (resulting from the completion of the Risk Questionnaire) are not intended to be anything more than a useful general guide to investment choices that might or might not be suitable for investors as part of an overall broad-based approach to investment opportunities. The general results offered by this assessment are not intended to constitute investment advice or recommendations regarding investment or retirement planning. The financial risk assessment questionnaire is not specifically designed to capture your attitude to counterparty default and this factor should be considered in your assessment of different investment opportunities.

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    1. How would you describe your knowledge of investments?

    2. In which of the following timeframes would you anticipate accessing the bulk of your investment?

    3. Your preference is for?

    4. Is it your intention to?

    5. If your portfolio decreased significantly in value over a one-year period would you be likely to

    6. Have you ever made an investment of a size which mattered to you and which showed a significant loss in value even on a temporary basis? If so did it:-

    7. Have you ever:-

    8. You are a contestant on a TV quiz show and have just answered the €50,000 question – the next question can win you €100,000 but you are unsure of the answer – you are certain that it is not a) or b) but don’t know as between c) and d). What do you do?

    9. You are due to go on an early-morning international flight and the recommended check-in time is 90 minutes before flying – which of these scenarios best describes you?

    10. You are renewing your household insurance and face a choice of lower premiums/higher excesses as shown. Which do you choose?