Name *

First Name

Last Name

I would enjoy exploring investment opportunities for my money. *

I strongly agree with this statement

I tend to agree with this statement

In between

I tend to disagree with this statement

I strongly disagree with this statement

I would go for the best possible return even if there were risk involved. *

Always

Usually

Sometimes

Rarely

Never

How would you describe your typical attitude when making important financial decisions? *

Very adventurous

Fairly adventurous

Average

Fairly cautious

Very cautious

If I had money invested in shares I would be nervous about the stock market falling in the short term. *

I strongly agree with this statement

I tend to agree with this statement

In between

I tend to disagree with this statement

I strongly disagree with this statement

What amount of risk have you taken with your past financial decisions? *

Very large

Large

Medium

Small

Very small

To reach my financial goal I prefer an investment which is safe and grows slowly but steadily, even if it means lower growth overall. *

I strongly agree with this statement

I tend to agree with this statement

In between

I tend to disagree with this statement

I strongly disagree with this statement

When I consider investments that have an element of risk I feel quite anxious *

I strongly agree with this statement

I tend to agree with this statement

In between

I tend to disagree with this statement

I strongly disagree with this statement

Imagine that six months after making an investment the financial markets start to perform badly. In line with this, your own investment goes down by a significant amount. What would you reaction be? *

Transfer money to a more secure investment product to reduce the risk of further losses

Monitor the investment and wait to see if it improves

Invest more funds to take advantage of the lower price, expecting future growth

I am looking for high investment growth. I am willing to accept the possibility of greater losses to achieve this. *

I strongly agree with this statement

I tend to agree with this statement

In between

I tend to disagree with this statement

I strongly disagree with this statement

I usually feel confident where money is concerned *

I strongly agree with this statement

I tend to agree with this statement

In between

I tend to disagree with this statement

I strongly disagree with this statement

If you had money to invest, how much would you be willing to place in an investment with possible high returns but a similar chance of losing some of your money? *

All of it

More than half

Half

Less than half

Very little, if any

How do you think that a friend who knows you well would describe your attitude to taking financial risks? *

Daring

Sometimes daring

A thoughtful risk taker

Careful

Very cautious and risk averse

If you had spare funds to invest, would you choose a risky investment for the excitement of seeing how it would perform? *

Definitely

Very likely

Possibly

Unlikely

Very unlikely

If you had picked an investment with potential for large gains but also the risk of large losses how would you feel? *

Panicked and very uncomfortable

Quite uneasy

A little concerned

Accepting of the possible highs and lows

Excited by the potential for gain

Imagine that you have some money to invest and a choice of two investment products, which option would you choose? *

A product with a low average annual return but almost no risk of loss of the initial investment

A product with a higher average annual return but some risk of losing part of the initial investment

A mixture of the two products

I would prefer small certain gains to large uncertain ones *

I strongly agree with this statement

I tend to agree with this statement

In between

I tend to disagree with this statement

I strongly disagree with this statement

when considering a major financial decision which statement BEST describes the way you think about the possible losses or the possible gains? *

I'm excited about the possible gains

I'm optimistic about the possible gains

I think about both the possible gains and losses

I am conscious of the possible losses

I worry about the possible losses

I want my investment money to be safe even if it means lower returns *

I strongly agree with this statement

I tend to agree with this statement

In between

I tend to disagree with this statement

I strongly disagree with this statement