PFS Risk Assessment Questionnaire (RAQ)
The Risk Assessment Questionnaire helps to determine the best asset mix for an investment, based on the answers give to the questions below.
Time Horizon
Your current situation and future income needs.
1. What is your current age?
*
Less than 45
45 to 55
56 to 65
66 to 75
Older than 75
2. When do you expect to start drawing income?
*
Not for at least 20 years
In 10 to 20 years
In 5 to 10 years
Not now, but within 5 years
Immediately
Long-Term Goals and Expectations
Your views of how an investment should perform over the long term
3. What is your goal for this investment?
*
To grow aggressively
To grow significantly
To grow moderately
To grow with caution
To avoid losing money
4. Assuming normal market conditions, what would you expect from this investment over time?
*
To generally keep pace with the stock market
To slightly trail the stock market but make a good profit
To trail the stock market, but make a moderate profit
To have some stability, but make modest profits
To have a high degree of stability, but make small profits
5. Suppose the stock market performs unusually poorly over the next decade. What would you expect from this investment?
*
To lose money
To make very little or nothing
To make out a little gain
To make a modest gain
To be little affected by what happens in the stock market
Short-Term Risk Attitudes
Your attitude toward short-term volatility
6. Which of these statements would best describe your attitudes about the next three years’ performance of this investment?
*
I don’t mind if I lose money
I can tolerate a loss
I can tolerate a small loss
I’d have a hard time tolerating any losses
I need to see at least some return
7. Which of these statements would best describe your attitudes about the next three months’ performance of this investment?
*
Who cares? One calendar quarter means nothing
I wouldn’t worry about losses in that time frame
If I suffer a loss of greater than 10%, I’d get concerned
I can only tolerate small short-term losses
I’d have a hard time stomaching any losses
Name
First Name
Last Name
Email
*
example@example.com
Date
-
Month
-
Day
Year
Date
Signature
Submit
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