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Risk Profiler

This questionnaire is designed solely for use by advisers in conjunction with clients to help assess attitude to risk and is intended to complement the wider advice process that includes a thorough Fact Find. It is meant to assist the adviser in determining the most suitable investment strategy for a client and is not intended to replace the advice process.

Assessment of risk is determined from a detailed conversation between adviser and client and the questionnaire is merely a tool that is used as part of that process.

You should therefore be aware that as a standalone tool the questionnaire has limited merit in accurately assessing what level of risk should be taken when making investment decisions and should purely be used for illustrative purposes. A full assessment of attitude to risk and time horizon would only be possible after a detailed conversation between a financial adviser and their client. You should not use the results of the questionnaire as a basis for any investment decision without the conversation between adviser and client having taken place.

I confirm that I have read and I am aware that the questionnaire has limited merit in accurately assessing what level of risk should be taken when making investment decisions and should purely be used for illustrative purposes.

News & Articles

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