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Financial Fitness Questionnaire
Name
Age
Investment Period
0 - 2 Years
2 - 5 Years
5 - 10 Years
10+ Years
1. I consider myself to be knowledgeable about investments and financial matters
A. Strongly agree
B. Somewhat agree
C. Disagree
2. How secure do you think is your current and future income?
A. Reasonably stable
B. Somewhat stable
C. Unstable
3. Which of the following statements best describes your investment objective?
A. Protect the value of my investment
B. Balance risk and return
C. Maximise long-term investment returns
5. I am comfortable with investments that may frequently experience large declines in value if there is a potential for higher return
A. Agree
B. Somewhat Agree
C. Disagree
6. Which range of possible outcomes is most acceptable to you? (Average, Best, Worst)
A. 6.00%, 8.00%, -1.00%
B. 8.00%, 12.00%, -4.00%
C. 10.00%, 15.00%, -7.00%
D. 12.00%, 25.00%, -18.00%
8. Are you comfortable with a part of your portfolio invested in equity related products which can be very volatile?
A. Not at all comfortable
B. I don't mind
C. I am comfortable
Calculate Risk Profile