{[ promptMessage ]}

Bookmark it

{[ promptMessage ]}

risk profiler - Risk Profile Questionnaire This...

Info iconThis preview shows pages 1–3. Sign up to view the full content.

View Full Document Right Arrow Icon
This questionnaire is to be used to help determine your risk profile, when advice relating to investment and/or superannuation contributions is required. Question 1 Are you an accumulator or a retiree? Keeping this and your primary goals in mind, how long is it before you expect to need access to the majority of money invested? 1-3 years 1 3-7 years 2 7-10 years 5 More than 10 years 8 Question 2 Keeping in mind that the higher the return the higher the risk, approximately what annual rate of return would you be comfortable with to meet your goals? Less than 6% 1 7-12% 2 Above 12% 3 Question 3 Assuming you have an amount of money to invest, what degree of risk are you prepared to accept in order to achieve your goal? The safety of my/our money is my/our primary objective. I/We would rather have a low rate of return than risk the loss of any part of my/our capital. 1 I/We want my/our investment to produce the current income I/we need, but my/our capital should remain relatively stable. 2 I/We am/are willing to accept some fluctuation in my/our capital over the short term in exchange for higher returns over the long term. 3 In order to receive the maximum return on my/our investment, I/we am/are willing to accept a higher degree of risk. 4 Question 4 To what extent are you concerned about the impact of taxation on your investments? In relation to possible tax savings, I/we do not want to purchase tax saving investments that may expose my/our capital to risk. 1 I/We would prefer my/our capital to remain relatively steady with stable returns and some tax savings, if possible. 2 I/We would accept a small reduction in the capital investment value from time to time for the potential of achieving tax advantaged income. 3 Question 5 How concerned are you that the earnings on your savings and investment dollars exceed the rate of inflation? I/We would like to achieve returns which match inflation. 1 I/We would like to exceed the rate of inflation by a small percentage. 2 I/We must receive returns which are notably ahead of the inflation rate. 3 Risk Profile Questionnaire* Page 16
Background image of page 1

Info iconThis preview has intentionally blurred sections. Sign up to view the full version.

View Full Document Right Arrow Icon
Question 6 How familiar are you with investment markets?
Background image of page 2
Image of page 3
This is the end of the preview. Sign up to access the rest of the document.

{[ snackBarMessage ]}