Investment Questionnaire
Full Name
*
Email
*
Phone
Age
1. How long do you intend to invest (in years) ?
*
2. How would you describe your investment knowledge?
Expert: I have in-depth knowledge of how investments work.
High: I have a good understanding of the different types of investments and their risks
Moderate: I have knowledge of the basic types of investments and their risks
Little: I have little knowledge about investments and their risks.
None: I have no investment knowledge.
3. What is your investment objective?
To maximise returns, regardless of risk.
To make high returns, without excessive risk.
To make good returns, with limited risk to my capital.
To make returns which beat inflation, without significant risk to my capital.
To protect my capital.
4. How concerned would you be with a short-term (6 months) 10% decline in your investment?
Not concerned.
Slightly concerned.
Moderately concerned.
Very concerned.
Extremely concerned.
5. What is your appetite for taking risk?
between €6,300 and €17,200.
between €6,800 and €16,300.
between €7,900 and €14,000.
between €8,900 and €12,100.
between €9,800 and €11,600.
6. What is your approach to taking risks?
Take a LOT more risk with ALL of your money.
Take a LITTLE more risk with ALL of your money.
Take a LITTLE more risk with SOME of your money.
Be UNWILLING to take any more risk
7. Do you have any other savings available to you, should you encounter a financial emergency?
No. I have no other savings I can use in the event of an emergency
I have some savings but nothing earmarked for a financial emergency
Yes. I have specific savings that I can use in an emergency
8. If this investment were to perform poorly, what impact would this have on your financial well-being?
It would have a big impact. This investment is required for a specific purpose.
It would have some impact. I would need to make some adjustments to my future plans.
It would have no impact, as I have other investments