Risk Assessment Form | IEP Financial

Step 1 of 16

6%

1. I would be willing to risk a percentage of my income/capital in order to get a good return on an investment*
- Strongly Disagree
- Disagree
- Neither Agree or Disagree
- Agree
- Strongly Agree

2. To achieve high returns, it is necessary to choose high-risk investments*
- Strongly Disagree
- Disagree
- Neither Agree or Disagree
- Agree
- Strongly Agree

3. When I am faced with a financial decision I am generally more concerned about the possible losses than the probable gains*
- Strongly Disagree
- Disagree
- Neither Agree or Disagree
- Agree
- Strongly Agree

4. I would rather know that I was getting a guaranteed rate of return than be uncertain about my investments.*
- Strongly Disagree
- Disagree
- Neither Agree or Disagree
- Agree
- Strongly Agree

5. Compared to the average person, I take lower financial risks.*
- Strongly Disagree
- Disagree
- Neither Agree or Disagree
- Agree
- Strongly Agree

6. I would rather put my money in a bank account than invest in shares.*
- Strongly Disagree
- Disagree
- Neither Agree or Disagree
- Agree
- Strongly Agree

7. I do not feel comfortable with financial uncertainty.*
- Strongly Disagree
- Disagree
- Neither Agree or Disagree
- Agree
- Strongly Agree

8. I would accept potential losses in order to pursue long-term investment growth.*
- Strongly Disagree
- Disagree
- Neither Agree or Disagree
- Agree
- Strongly Agree

9. Taking financial risks is important to me.*
- Strongly Disagree
- Disagree
- Neither Agree or Disagree
- Agree
- Strongly Agree

10. I would be happy investing a large proportion of my income and/or capital in a high-risk investment*
- Strongly Disagree
- Disagree
- Neither Agree or Disagree
- Agree
- Strongly Agree

11. Do you have any specific financial goals for this investment?*
If you have multiple goals, please choose the main one that applies to you.
- No, my investment is to meet a range of goals
- Yes, to meet essential living costs: Any losses from this investment would reduce my standard of living
- Yes, to meet other important financial goals: if this investment fell in value I’d have enough to live on, but couldn’t meet these goals
- Yes, to meet non-essential financial goals: I’d still be able to cover my essential living costs and other important financial goals if this investment fell in value

12. How much of your investments could you afford to lose without reducing your future standard of living?*
- I cannot afford any loss.
- I could afford a small loss.
- I could afford a medium loss.
- I could afford a large loss.

13. When is the earliest you plan to take money from your investments?*
- Within the next year.
- Between 1 and 5 years from now.
- Between 6 and 10 years from now.
- More than 10 years from now.

14. How do you plan to take money from your investments?*
- As a single lump sum.
- Leave it invested and withdraw amounts only as needed.
- Leave it invested and take withdrawals (e.g. taking it as regular income).
- Leave it invested and only take money out in an emergency.

15. How likely is it that you will need to take money from your investments earlier than planned?*
- Very likely: e.g. in a financial emergency.
- Possibly: I may need to access my investments early.
- Unlikely: I won't need to access my investments early as I have other money.
- I can't access some or all of my investments early (e.g. a pension).

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Any information submitted will be processed by us in line with our privacy policy. Please confirm you have read and accepted this before submitting your request.
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