Client Investment Risk & Suitability Questionnaire
Required to determine your investment profile and ensure suitable advisory recommendations.
Please type your Liberty Stone registered e-mail address
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example@example.com
1. Personal & Financial Profile
1. What is your age range ?
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Under 30
30-39
40-49
50-59
60+
2. What is your primary source of income ?
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Salary
Business Owner
Investments
Other
3. How stable is your income ?
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Highly Stable
Stable
Somewhat unstable
Unstable
4. What is your approximate annual income ? (in USD)
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Under 50K
50K-100K
100K-250K
250K-500K
500K
5. What percentage of your income do you typically save or invest ?
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Less than 10%
10%-20%
20%-30%
More than 30%
6. What is your approximate net worth (excluding primary residence, in USD) ?
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Under 100K
100K-500K
500K-1M
1M-5M
5M+
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2. Experience & Investment Objectives
7. How would you describe your investment experience ?
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None
Beginner
Intermediate
Advanced
8. Which types of investments have you previously used ? (Select all that apply)
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Fixed income (bonds)
Equities
Real Estate
ETFs or mutual funds
Private equity or alternatives
Digital assets
None of the above
9. How familiar are you with market volatility ?
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Very familiar
Somewhat familiar
Not familiar
10. What is your primary investment objective ?
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Capital preservation
Stable income
Balanced growth
Aggressive long-term growth
Speculative opportunities
11. What is your preferred investment time horizon ?
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Less than 1 year
1-3 years
3-5 years
5-10 years
More than 10 years
12. Do you expect to withdraw funds within the next 12 months from your investments ?
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Yes
No
Not sure
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3. Risk Attitude & Capacity
13. If your investment dropped 10% in one month, what would you do?
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Sell immediately
Be concerned but wait
Hold and monitor
Buy more
Not be worried
14. What level of short-term fluctuation can you tolerate?
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None
Low
Moderate
High
Very high
15. Which statement best describes your attitude towards risk?
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I prefer no risk even with low returns
I accept some risk for moderate returns
I accept significant risk for higher returns
I seek maximum returns and accept substantial volatility
16. How important is capital protection compared to potential growth?
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Protection is much more important
Protection is slightly more important
Both are equally important
Growth is more important
Growth is far more important
17. How liquid do your investments need to be?
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Immediate access required
Access within 3 months
Access within 6–12 months
Long-term lock is acceptable
18. Are you comfortable with investments that may lock funds for several years?
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Yes
No
Depends on return potential
19. What percentage of your invested capital could you lose without affecting your lifestyle?
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0%
Up to 10%
10–20%
20–40%
More than 40%
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4. Behaviour & Expectations
20. If your portfolio lost 20% over 12 months, what would you do?
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Sell everything
Reduce exposure
Hold
Increase exposure
21. When markets are volatile, what best describes your behavior?
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I panic
I feel uncomfortable
I stay calm
I look for opportunities
22. How often do you follow financial markets?
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Rarely
Monthly
Weekly
Daily
23. What average annual return do you expect from your investments?
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2–4%
4–7%
7–12%
12–20%
More than 20%
24. Are you comfortable receiving investment recommendations that may involve volatility?
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Yes
No
Case-by-case
25. Do you acknowledge that higher potential returns involve higher risk?
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Yes
No
Submit
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