Risk questionnaire

Your name*

First Name Last Name

. . . & email address*

Q1. I need to be sure that I reach my target, even if this means saving more and accepting potentially lower investment returns*

a) I strongly agree b) I agree c) Not sure d) I disagree e) I strongly disagree

Q2. Achieving high expected long term investment returns are important to me and it does not matter if my investments temporarily fall in value.*

a) I strongly agree b) I agree c) Not sure d) I disagree e) I strongly disagree

Q3. Assuming that you are investing for the long term, what is the maximum drop in your portfolio's value that you could tolerate in any given year before feeling uncomfortable?*

a) A 5% drop is all that I could live with b) A 10% decline is something I could tolerate c) A 15% drop is about all I could stand d) A 20% drop is pretty much my limit e) I am comfortable with declines of more than 20%

Q4. You invest £10,000 in a share that drops 10% in value the following day. You:*

a) - put in another £10,000 while it is down b) - sit tight because you did the research c) - would be concerned but would keep it d) - wait for the stock to regain the £10,000 loss, then sell e) - sell and go back to a deposit account

Q5. You are faced with a choice between greater job security with a small pay rise or a much higher pay rise but less job security. Which would you select?*

a) I would definitely choose greater job security b) I would probably choose greater job security c) I'm not sure what I would do d) I would probably choose the higher pay rise e) I would definitely choose the higher pay rise

Q6. How would your spouse or best friend describe you as a risk-taker?*

a) Adventurous b) Willing to take risks after research c) Cautious d) Risk averse e) Afraid of your own shadow

Q7. I usually feel confident after making a financial decision I wasn't expecting to have to make?*

a) I strongly agree b) I agree c) Not sure d) I disagree e) I strongly disagree

Q8. When making an important investment decision, which seems more important to you?*

a) I would consider the potential losses first b) I would consider the potential loss somewhat as I don't want to risk too much of my capital c) I would aim to equally balance the risks I was taking with the rewards I was expecting d) I would consider the potential gain first & be willing to take some risks for higher returns e) My focus would be on the potential long term gains & I would be willing to take the risks in this context

Q9. I would like to play an important & active role in managing my investments.*

a) I strongly agree b) I agree c) Not sure d) I disagree e) I strongly disagree

Q10. I often take the time to reflect on my past financial decisions before I proceed.*

a) I strongly agree b) I agree c) Not sure d) I disagree e) I strongly disagree