Personal Risk Profile Questionnaire

1
Personal Risk Profile Questionnaire* This field is required.
First Name
Last Name
2
CLIENT SIGNATURE* This field is required.
Powered by Jotform SignClear
3
1. Net Worth Range: Score* This field is required.
Please Select
Please Select
Less than $25,000
$25,000 to $50,000
$50,001 to $100,000
$100,001 to $250,000
Greater than $250,000
4
2. Your Financial Objectives Require Long-Term Returns of:* This field is required.
Please Select
Please Select
Less than 6%
Between 6% to 9%
9% to 12%
Greater than 12%
5
3. Investment Timeline* This field is required.
Please Select
Please Select
0 to 2 years
2 to 5 years
5 to 10 years
10 to 20 years
Beyond 20 years
6
4. Access To Money* This field is required.
Please Select
Please Select
Very important
Important
Slightly important
Not important at all
7
5. Safety Of Your Investment* This field is required.
Please Select
Please Select
I would sell my investment if it declined by 5%
I would sell my investment if it declined by 15%
I would sell my investment if it declined by 25%
I would sell my investment if it declined by 50%
I would not sell my investment if it declined
8
6. Need For Income From Investment * This field is required.
Please Select
Please Select
Very important
Important
Only slightly important
Not important
9
7. Sensitivity To Adverse Financial News In The Media:* This field is required.
Please Select
Please Select
I become very nervous and usually sell my investments
I become fearful and consider selling my investments
I would be uncomfortable but hold my investments
I hold my investments calmly
10
8. Performance Numbers:* This field is required.
Please Select
Please Select
I am most concerned with monthly performance numbers
I am most concerned with quarterly performance numbers
I am most concerned with annual performance numbers
11
9. Speculative Investments:* This field is required.
Please Select
Please Select
I have never invested speculatively
I have invested speculatively once
I have invested speculatively twice
I have invested speculatively 3 times
Should be Empty: