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

Attitude to Risk Questionnaire

Client name(s):*
Date of assessment:*
DD slash MM slash YYYY
Questionnaire
The risk questionnaire aims to establish your general risk outlook and the level of risk you are normally prepared to take, although you may decide to take more or less risk for any specific investment objectives you may have. You should answer each question thoughtfully and honestly – there are no right or wrong answers, and no option for ‘don’t know’. If a question seems open to interpretation, please give the response that feels more intuitive to you. Please tick the relevant box to indicate how you feel about each question.
I would describe my investment approach as:*
Please scroll back to the top of the page to ensure all questions are answered.