Investments

REPUBLIC OF IRELAND RESIDENTS ONLY

Investments Questionnaire Form

Please fill out the form below and Submit it to our Administration Team.

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I would enjoy exploring investment opportunities for my money.

Answer

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

Answer

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

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

Answer

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

Answer

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

Answer

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 your reaction be?

Answer

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

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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?

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

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

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

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I would prefer small certain gains to large uncertain ones.

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

Answer

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

Answer

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