Risk Questionnaire - BLG Wealth | Provider of independent fee-based financial advice

Attitude to Risk Questionnaire

Step 1 of 9

Guidance
Please answer the following questions, there are no wrong answers. Don’t spend too much time on these questions – generally your first response provides the best insight. Answer every question, even if you feel it doesn’t really apply to you.
How many separate objectives do you have for your investments?*
If you are completing this Attitude to Risk Questionnaire in relation to retirement planning then you have 1 objective. If in relation to a lump sum investment you may have several. You might want to fund your children’s education or invest to generate an income. In which case you would have 2 separate objectives 1. Fund your children’s education. 2. Invest to generate an income.

About You
Do you have an emergency fund to provide for unexpected expenses, to avoid needing to draw on medium- to long-term savings to meet immediate needs? (You should allow the equivalent of at least three to six months net income for emergencies.)*
Which statement most closely reflects your current financial situation?*
Do you have any dependents who rely on you financially?*
What amount of risk do you feel you have taken with your past financial decisions?*
How would you describe your attitude to taking financial risks?*
If you had picked an investment with potential for large gains but also the risk of large losses how would you feel:*
When considering a major financial decision which statement BEST descibes the way you think about the possible losses or the possible gains?*

Your First Objective
Please outline your investment objective below*
If other please specify
What is your investment term for your objective?*
Is there a target amount you wish to achieve? If so, what is it? (If your objective is saving for retirement, this is the total amount at retirement required to provide an income and any tax-free cash. eg £500,000)
Are you prepared to modify current spending to achieve this?*

Your Second Objective
Please outline your investment objective below*
If other please specify
What is your investment term for your objective?*
Is there a target amount you wish to achieve? If so, what is it? (If your objective is saving for retirement, this is the total amount at retirement required to provide an income and any tax-free cash. eg £500,000)
Are you prepared to modify current spending to achieve this?*

Your Third Objective
Please outline your investment objective below*
If other please specify
What is your investment term for your objective?*
Is there a target amount you wish to achieve? If so, what is it? (If your objective is saving for retirement, this is the total amount at retirement required to provide an income and any tax-free cash. eg £500,000)
Are you prepared to modify current spending to achieve this?*

Your First Objective
Please answer the following questions in regard to you your first objective
If you have more than one objective but wish to apply a single risk profile across all of you investment please only fill this form once.*
1. I would enjoy exploring investment opportunities for my money*
2. I would go for the best possible return even if there were risk involved.*
3. To reach my financial goal I prefer an investment which is safe and grows slowly but steadily, even if it means lower growth overall.*
4. I am looking for high investment growth. I am willing to accept the possibility of greater losses to achieve this.*
5. How much would you be willing to place in an investment with possible high returns but a similar chance of losing some money?*
6. Imagine that you have some money to invest and a choice of two investment products, which option would you choose?*
7. I would prefer small certain gains to large uncertain ones*
8. I want my investment money to be safe even if it means lower returns*
9. How do you think that a friend who knows you well would describe you attitude to taking financial risks?*

Your Second Objective
Please answer the following questions in regard to you your second objective
1. I would enjoy exploring investment opportunities for my money*
2. I would go for the best possible return even if there were risk involved.*
3. To reach my financial goal I prefer an investment which is safe and grows slowly but steadily, even if it means lower growth overall.*
4. I am looking for high investment growth. I am willing to accept the possibility of greater losses to achieve this.*
5. How much would you be willing to place in an investment with possible high returns but a similar chance of losing some money?*
6. Imagine that you have some money to invest and a choice of two investment products, which option would you choose?*
7. I would prefer small certain gains to large uncertain ones*
8. I want my investment money to be safe even if it means lower returns*
9. How do you think that a friend who knows you well would describe you attitude to taking financial risks?*

Your Third Objective
Please answer the following questions in regard to you your third objective
1. I would enjoy exploring investment opportunities for my money*
2. I would go for the best possible return even if there were risk involved.*
3. To reach my financial goal I prefer an investment which is safe and grows slowly but steadily, even if it means lower growth overall.*
4. I am looking for high investment growth. I am willing to accept the possibility of greater losses to achieve this.*
5. How much would you be willing to place in an investment with possible high returns but a similar chance of losing some money?*
6. Imagine that you have some money to invest and a choice of two investment products, which option would you choose?*
7. I would prefer small certain gains to large uncertain ones*
8. I want my investment money to be safe even if it means lower returns*
9. How do you think that a friend who knows you well would describe you attitude to taking financial risks?*

Declaration
First Name*
Last Name*
Date of Birth*
DD slash MM slash YYYY
Email*
This Attitude to Risk Questionnaire is for your general information and use only, and is not intended to address your particular requirements. It should not be relied upon in its entirety and shall not be deemed to be, or constitute, advice. This questionnaire has been statistically tested and validated for a broad range of UK investors who were engaged in an investment advice meeting conducted by a professional financial adviser. The statistical validity of this questionnaire is dependent on the socio-economic and demographic background of the participants and the manner in which the questionnaire is administered. For this reason the results of the questionnaire should not be regarded as the definitive answer but rather as an informed starting point for a discussion with a professional financial adviser on investment risk in the context of your objectives and the financial significance of the investment being made. The questionnaire is only suitable for use for an investor who is prepared to take a degree of investment risk and is not designed to identify those investors who are not prepared to take any investment risk. No individual or company should act upon such information without receiving appropriate professional financial advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of the questionnaire. Levels and bases of, and reliefs from, taxation are subject to change and their value depends on the individual circumstances of the investor. The value of your investments can go down as well as up and you may get back less than you invested.
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About you questions score
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OBJECTIVE 1: Attitude to Risk Total
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OBJECTIVE 2: Attitude to Risk Total
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OBJECTIVE 3: Attitude to Risk Total
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One objective
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Two objectives
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Three objectives
Name
This field is for validation purposes and should be left unchanged.

Attitude to Risk Questionnaire

Step 1 of 9

Guidance

About You

Your First Objective

Your Second Objective

Your Third Objective

Your First Objective

Your Second Objective

Your Third Objective

Declaration