Risk Profile Questionnaire Personal Information Name * * What is your date of birth? What is your nationality? * What is your country of residence? "> Afghanistan Albania Algeria Andorra Angola Antigua and Barbuda Argentina Armenia Australia Austria Azerbaijan Bahamas Bahrain Bangladesh Barbados Belarus Belgium Belize Benin Bhutan Bolivia Bosnia and Herzegovina Botswana Brazil Brunei Bulgaria Burkina Faso Burundi Cambodia Cameroon Canada Cape Verde Central African Republic Chad Chile China Colombi Comoros Congo (Brazzaville) Congo Costa Rica Cote d\'Ivoire Croatia Cuba Cyprus Czech Republic Denmark Djibouti Dominica Dominican Republic East Timor (Timor Timur) Ecuador Egypt El Salvador Equatorial Guinea Eritrea Estonia Ethiopia Fiji Finland France Gabon Gambia, The Georgia Germany Ghana Greece Grenada Guatemala Guinea Guinea-Bissau Guyana Haiti Honduras Hungary Iceland India Indonesia Iran Iraq Ireland Israel Italy Jamaica Japan Jordan Kazakhstan Kenya Kiribati Korea, North Korea, South Kuwait Kyrgyzstan Laos Latvia Lebanon Lesotho Liberia Libya Liechtenstein Lithuania Luxembourg Macedonia Madagascar Malawi Malaysia Maldives Mali Malta Marshall Islands Mauritania Mauritius Mexico Micronesia Moldova Monaco Mongolia Montenegro Morocco Mozambique Myanmar Namibia Nauru Nepa Netherlands New Zealand Nicaragua Niger Nigeria Norway Oman Pakistan Palau Panama Papua New Guinea Paraguay Peru Philippines Poland Portugal Qatar Romania Russia Rwanda Saint Kitts and Nevis Saint Lucia Saint Vincent Samoa San Marino Sao Tome and Principe Saudi Arabia Senegal Serbia Seychelles Sierra Leone Singapore Slovakia Slovenia Solomon Islands Somalia South Africa Spain Sri Lanka Sudan Suriname Swaziland Sweden Switzerland Syria Taiwan Tajikistan Tanzania Thailand Togo Tonga Trinidad and Tobago Tunisia Turkey Turkmenistan Tuvalu Uganda Ukraine United Arab Emirates United Kingdom United States of America Uruguay Uzbekistan Vanuatu Vatican City Venezuela Vietnam Yemen Zambia Zimbabwe Occupation Retirement Details Retirement Date When are you planning to retire? Within 24 months Between 2 and 10 years time Between 11 and 15 years time Between 16 and 20 years time Between 21 and 25 years time In more than 25 years time Retirement Destination Which country are you planning to retire in? Afghanistan Albania Algeria Andorra Angola Antigua and Barbuda Argentina Armenia Australia Austria Azerbaijan Bahamas Bahrain Bangladesh Barbados Belarus Belgium Belize Benin Bhutan Bolivia Bosnia and Herzegovina Botswana Brazil Brunei Bulgaria Burkina Faso Burundi Cambodia Cameroon Canada Cape Verde Central African Republic Chad Chile China Colombi Comoros Congo (Brazzaville) Congo Costa Rica Cote d\'Ivoire Croatia Cuba Cyprus Czech Republic Denmark Djibouti Dominica Dominican Republic East Timor (Timor Timur) Ecuador Egypt El Salvador Equatorial Guinea Eritrea Estonia Ethiopia Fiji Finland France Gabon Gambia, The Georgia Germany Ghana Greece Grenada Guatemala Guinea Guinea-Bissau Guyana Haiti Honduras Hungary Iceland India Indonesia Iran Iraq Ireland Israel Italy Jamaica Japan Jordan Kazakhstan Kenya Kiribati Korea, North Korea, South Kuwait Kyrgyzstan Laos Latvia Lebanon Lesotho Liberia Libya Liechtenstein Lithuania Luxembourg Macedonia Madagascar Malawi Malaysia Maldives Mali Malta Marshall Islands Mauritania Mauritius Mexico Micronesia Moldova Monaco Mongolia Montenegro Morocco Mozambique Myanmar Namibia Nauru Nepa Netherlands New Zealand Nicaragua Niger Nigeria Norway Oman Pakistan Palau Panama Papua New Guinea Paraguay Peru Philippines Poland Portugal Qatar Romania Russia Rwanda Saint Kitts and Nevis Saint Lucia Saint Vincent Samoa San Marino Sao Tome and Principe Saudi Arabia Senegal Serbia Seychelles Sierra Leone Singapore Slovakia Slovenia Solomon Islands Somalia South Africa Spain Sri Lanka Sudan Suriname Swaziland Sweden Switzerland Syria Taiwan Tajikistan Tanzania Thailand Togo Tonga Trinidad and Tobago Tunisia Turkey Turkmenistan Tuvalu Uganda Ukraine United Arab Emirates United Kingdom United States of America Uruguay Uzbekistan Vanuatu Vatican City Venezuela Vietnam Yemen Zambia Zimbabwe How much do you propose to invest as a single lump sum? I will not be investing as a single lump sum 10,000 - 49,999 50,000 - 99,999 100,000 - 249,999 250,000 - 499,999 500,000 - 1,000,000 More than 1,000,000 GBP EUR USD How much will you be investing on a regular monthly basis? I will not be investing on a regular monthly basis 250 - 499 500- 999 1,000 - 2,000 More than 2,000 GBP EUR USD When is this money needed, or how long would this investment be held for? This time period is very important in the overall assessment process. 5 years 8 years 10 years 15 years More than 15 years Which statement best describes the objectives for this investment? You are not prepared to expose investments to high volatility for higher long-term results. Stable annual returns are desired. You want higher long-term returns and are prepared to experience reasonable levels of volatility. You want to maximize long-term returns and not worry about short-term market movements. Suppose at the beginning of the year you have €100,000 invested. Outlined below is the performance of 5 different hypothetical investments. Which scenario would you feel most comfortable accepting? Each portfoliio gives a range of possible values at the end of the same year. Portfolio A: €114,000 to €96,000 Portfolio B: €124,000 to €90,000 Portfolio C: €131,000 to €84,000 Portfolio D: €138,000 to €78,000 Portfolio E: €144,000 to €72,000 Do you have an emergency fund to provide for unexpected expenses, so as to avoid drawing on medium to long term savings to meet immediate needs? This fund should be equal to at least three months after-tax income. No Yes - but very small Less than 6 months' income Around 1 year's income More than 2 years' income What is your expectation of future earnings over the next five years? I expect earnings to decrease I expect earnings to keep pace with inflation I expect earnings to increase somewhat ahead of inflation I expect earnings to far outstrip inflation I expect earnings to fluctuate What level of fall in the value of this portfolio over a one-year period would cause you concern, bearing in mind that equity investment requires a long term view? 0 to just under 5% 5% to just under 10% 10% to just under 15% 15% to just under 20% None of these concern me Suppose one year ago you invested €100,000 in a portfolio. The market value has gone down during the period and the investment is worth €87,000. What action are you most likely to take? Sell the portfolio and invest the proceeds in a less volatile investment Sell part of the portfolio and invest the proceeds in a less volatile investment Sit tight expecting the portfolio to recover Sell the portfolio and invest the proceeds in a more volatile investment to try to recoup your losses Invest more money in the same portfolio What percentage of your total assets (excluding your home) would this particular investment represent? Less than 25% 25% to less than 50% 50% to less than 75% 75% or more Which statement most closely reflects your current financial situation? Completely debt free Mortgage free but has a few other obligations A reasonable mortgage but no other debts A mortgage and a few other obligations A lot of obligations You are more concerned that this investment grows faster than inflation than about returns over any one-year period. Strongly agree Agree Neutral Disagree Strongly disagree If you could increase the chances of improving the returns by investing in more volatile assets would you be: Willing to invest all of the money in more volatile assets? Willing to invest some of the money in more volatile assets? Willing to invest a little of the money in more volatile assets? Willing to invest a little of the money in slightly more volatile assets? Unwilling to invest any of the money in more volatile assets? Contact Details Email * Telephone Mobile