Investor Risk Assessment

  • When investing it is important that you consider the level of risk as well as the return on an investment in view of your circumstances and investments goals. Risk means different things to different investors. For some, investment risk means the likelihood of a loss of capital, while for others is the level of volatility of an investment, or the risk of an asset not producing enough to live on.

    By answering the following questions about your attitude(s) to investing, your Financial Adviser can assess your investment profile.

    This will help to establish the type and mix of investments that are appropriate for you

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