Risk Tolerance Questionnaire

Please answer the questions by circling one answer for each question that best reflects your feelings. If none of the options feels right for you, try to choose the option that is closest. The questionnaire should take less than 10 minutes.

Q1 - What aims are you looking to achieve?

Q2 - Over what period are you looking to achieve these aims?

Q3 - Do you have any savings?

Q4 - Do you ever invest in individual shares or sharefunds?

Q5 - What would be your reaction if your portfolio dropped 10%?

Q6 - What type of returns are you looking to achieve?

Q7 - What movements/changes in the portfolio are acceptable over 12 months?

Q8 - Do you require income as a result from your portfolio, on top of your income from other source, to be used for your regular expenses?

Q9 - Would you like your income to be Riba Free (Interest free)?