Investor Profile Assessment

To work with you effectively in identifying and implementing an appropriate investment strategy, it is essential that we clearly understand your risk and return objectives, but also your broader circumstances and preferences*.

*Please note, this is a limited assessment.

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If unforeseen circumstances occur, how many months could you survive without having to liquidate or draw money from your investment?

Less than 6 months

Less than 18 months

Above 18months

Above 24 months

Above 36 months

What is your age bracket?

56 & above

46 - 55

36 -45

25 - 35

18 -24

Is your source of income secured?

That is, is it likely that you will lose your means of livelihood, whether in business, paid employment or both?

Not secure - 0%

Not secure - 25%

Secure - 50%

Secure - 75%

Secure - 100%

Which of the following best describes your circumstance?

Preparing for the retirement or has older children in secondary school/university.

Mature couple with children and many financial burdens on my income or Single with many financial burdens on my income or involved in high value project or other high expenditures

Young couple with children and many financial burdens on my income or Single with many financial burdens on income or About to get married with high expenditures.

Single with few financial burdens on my income or Young couple with or without children with few financial burden.

Single with few financial burdens on my income

Which of the following best describes your level of investment knowledge?

Add description here!

Little to no knowledge and experience in investing.

Basic understanding of investing.

Reasonably average knowledge as I understand some factors that can influence investment performance.

Extensive knowledge as I can use research and other information to make investment decisions.

Which of the following best describes you?

I do not feel comfortable with any chance of loss of capital. I prefer investments with low risk and I am willing to accept a lower return associated with it.

I like my returns to be fairly stable. I prefer investments with low risk and I am willing to accept a lower return associated with it.

I want higher returns but I am not interested in high risk investments even if they potentially have a high return.

I want the best returns I can get and I am prepared to accept some risk

I want the best returns I can get and I am prepared to accept some risk.

10.

When I invest my money, I am

Mostly concerned about my investment losing value

Somewhat concerned about my investment losing value

Equally concerned about my investment losing or gaining value

Somewhat concerned about my investment gaining value

Mostly concerned about my investment gaining value

To work with you effectively in identifying and implementing an appropriate investment strategy, it is essential that we clearly understand your risk and return objectives, but also your broader circumstances and preferences*.

*Please note, this is a limited assessment.

Click 'NEXT' to continue

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