Case Section: Attitude To Risk

Section 2: General questioning to revise risk assessment output if appropriate

1. When do you anticipate needing / wishing to en-cash all or a significant portion of the capital from the intended investment / pension?

2. Your investment objectives / investment term / expectations / desires:

3. Your existing investment / pension portfolio /diversification:

4. Your personal and financial circumstances /cash position / income stability / adequacy of insurances:

5. Your experience and knowledge of various types of investment:

6. Your partner’s circumstances and views:

7. How willing are you to lose money in the hope that you will gain more than deposit investments and inflation?

Final Result:

Revised adviser investment risk assessment for each area upon which advice is being given at this point in time:

Client chosen risk assessment for each area upon which advice is being given at this point in time:

Notes:

Attitude to risk scale (for the investment monies currently under consideration)

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