Name *

First Name

Last Name

Phone Number

Please enter a contact number

(###)

###

####

1. Which statement best describes your understanding of financial markets and investments?

Tick the option that best applies to your situation.

I am not familiar with financial markets

I am not very familiar with financial markets

I have some experience and understand some of the basics

I understand markets fluctuate and different market sectors have different income and growth characteristics

I am experienced with all investment sectors and understand the various factors that may influence performance

2. Which of the following best describes your investment experience?

Tick the option that best applies to your situation.

Bank deposits and term deposits only

Bank deposits and property

Bank deposits, property or managed funds

Bank deposits, property and direct shares

Direct shares, property, alternative assets

3. If you could increase your chances of improving your investment returns by taking more risk, would you be:

Tick the option that best applies to your situation

Unlikely to take more risk

Willing to take a little more risk with some of your investments

Wiling to take a moderate risk with some of your investments

Willing to take a lot more risk with some of your investments

Willing to take a lot more risk with all of your investments

4. When faced with a major financial decision, are you more concerned about the possible losses or the possible gains?

Tick the option that best applies to your situation

Always possible losses

Usually the possible losses

A balance of both

Usually the possible gains

Always the possible gains

6. How do you adapt when things go wrong financially?

Tick the option that best applies to your situation

Very uneasily

Somewhat uneasily

Somewhat easily

Comfortably

No concerns at all

7. Which of the following best describes your attitude to financial risk?

Tick the option that best applies to your situation

Very low risk taker

Low risk taker

Moderate risk taker

High risk taker

Very high risk taker

Date

MM

DD

YYYY