Investment Risk Questionnaire - Face to Face Finance

You should work closely with your adviser to ensure that the investment decisions you make are suitable for your personal circumstances.

Please answer the following 18 questions which ask about your thoughts, attitudes and experiences when making financial investments and decisions. There are no right or wrong answers. Your answers are personal to you and help assess your attitude to risk.

Read each question and choose the answer that you feel best describes you.
Don’t spend too much time considering any question – your first response is probably best.
Answer every question even if you feel it doesn’t really apply to you.

Questionnaire Experience*

New Client

Existing Client

This is the first time I am completing a risk questionnaire (New Client) or I have completed a risk questionnaire before (existing client).

Advisor*

Risk Profile Declaration

Name*

First Last

Email*

I confirm that the information I have provided is to the best of my knowledge correct. I have provided this information understanding that it is used to form the basis of any advice and recommendations made to me and that I am not under any obligation to take up any recommendations made. I understand that recommendations may be made which involve a regular financial commitment or the investment of capital. Accordingly, I understand that I must be sure of my ability to meet that commitment having given consideration to all other expenditure, and the provision for any emergencies, which may require access to funds.

Agreed with the declaration

I confirm that I agree with the declaration

Name

This field is for validation purposes and should be left unchanged.