Please Select Your Financial Adviser

This questionnaire is designed to help assess your attitude to investment risk.

The questionnaire therefore consists of a short questionnaire.

The Attitude to Risk Questionnaire is a short series of questions that capture key aspects of your attitude to risk.

When completing the questionnaire please answer the 12 questions which focus on issues related to your attitude to investment risk. Please respond to each statement as accurately as you can. Do not spend too long thinking about each statement. If you do not have experience of the issue discussed, try to think about how you would feel or behave.

In case there is anything else you consider relevant, please provide details in the box below:

Knowledge & Experience

Section 2

1. What proportion of assets are you considering for investment post completion of this questionnaire?

I am considering certain assets

I am considering all of my assets

2. Any investment can experience capital losses, and that it may be worth less over any time period than it was worth in the preceding time period. Do you understand and accept this risk?

I understand and accept this risk

I do not accept this risk and understand it is likely no investment recommendation will be possible

3. Which of the following best describes your experience of investing?

a) Little or no experience

b) some knowledge of how investments operate

c) some previous investment experience

d) actively engaged with investments and good working knowledge

Your Full Name:

Signed (Client): (By typing your name in the above box you have signed this document)

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A2R Questionnaire

A2R Questionnaire

Attitude to Risk Questions

Knowledge & Experience

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