(Investor Risk Profiling Questionnaire)

This questionnaire has been designed to give you some indication of what type of investor you are.

 
Direction: Answer each of the following questions by choosing the most appropriate description from a list of 3. Click the circle indicated in the left of the respective choice. Finally, press the “Confirm” button for the score summation of all six choices and refer the number to the Results of the Investor Risk Profiling Questionnaire following for conclusion.

　
1 How old are you?
(A) 60 – 65
(B) 40 – 59
(C) 20 – 39
2 How long before you retire?
(A) Less than 5 years
(B) 5 – 15 years
(C) 16 – 30 years
3 Which of the following best describe your investment approach?
(A) Unwilling to bear any loss
(B) Willing to accept up to approximately 10% annual loss in the expectation of obtaining a better return
(C) Willing to accept over 10% annual loss in the expectation of obtaining a higher return
4 Do you expect your income to increase over the next 5 years?
(A) No (i.e. retirement or change to part time work)
(B) In line with inflation
(C) Above inflation (i.e. promotion and/or pay rises)
5 What level of additional personal savings (shares, investment funds, and property) do you expect to have on retirement?
(A) Minimal (less than 1 year’s annual salary)
(B) Some (1 to 5 years’ annual salary)
(C) Significant (over 5 years’ annual salary)
6 How would you best describe your annual financial commitments (excluding day to day living costs, but including items such as school fees, housing loans etc.) in the first 5 years of retirement?
(A) Significant (more than 50% of 1 year’s annual salary)
(B) Some (25% to 50% of 1 year’s annual salary)
(C) Minimal (less than 25% of 1 year’s annual salary)