Risk Profile Analysis

The following questionnaire has been prepared to help you consider the various investment risks and to understand how they impact your personal circumstances. The questions define your attitude to security and the level of risk you are prepared to accept for your investments. Please take the time to answer these questions as they will assist your financial advisor to develop an appropriate investment strategy that will meet your financial and lifestyle objectives.

1. Personal Information

Full Name * Please enter your full name.

Email Address Please enter a valid email address.

Mobile Number Please enter a valid 10-digit mobile number.

Date of Birth Please enter your date of birth.

2. Risk Tolerance Questionnaire

Q1: Life Stage ("Which of the following best describes you?")

Retired Mature Family Young Family Single

Please select an option for Question 1.

Q2: Investment Familiarity ("How familiar are you with investment matters?")

You are not very familiar when it comes to investments. You are somewhat familiar. You don't fully understand investments, including the share market. You are fairly familiar. You understand the various factors which influence investment performance. You are very familiar. You use research and other investment information to make investment decisions.

Please select an option for Question 2.

Q3: Investment Horizon ("How long would you invest the majority of your money, before you think you would need access to it?")

In 3 years or less Within 5-7 years Within 8-10 years 10+ years

Please select an option for Question 3.

Q4: Reaction to Market Crisis ("In the event of a short term market crisis or sharp fall in interest rates you will?")

I will panic and will try to exit from the investment. I will analyse my investments and prefer to switch the funds if possible. Not panic as my investment horizon is for a long term and I will hold on to the same. I will invest more as this is the right opportunity to take benefit of lower price advantage.

Please select an option for Question 4.

Q5: Personal Emergency ("In case of a personal financial crisis/emergency you generally?")

Exit from my investments and use the money to meet the emergency Will look for partial liquidity options or loans from my existing investments Will prefer to borrow from a friend or relative or bank Use money from existing bank savings or cash in hand for emergencies

Please select an option for Question 5.

Risk Profile Analysis

Risk Profile Assessment