SurveyMonkey Powered Online Survey

	Strongly Disagree	Disagree	No Strong Opinion	Agree	Strongly Agree
People who know me would describe me as a cautious person.	People who know me would describe me as a cautious person. Strongly Disagree	People who know me would describe me as a cautious person. Disagree	People who know me would describe me as a cautious person. No Strong Opinion	People who know me would describe me as a cautious person. Agree	People who know me would describe me as a cautious person. Strongly Agree
I feel comfortable about investing in the stock market.	I feel comfortable about investing in the stock market. Strongly Disagree	I feel comfortable about investing in the stock market. Disagree	I feel comfortable about investing in the stock market. No Strong Opinion	I feel comfortable about investing in the stock market. Agree	I feel comfortable about investing in the stock market. Strongly Agree
I generally look for safer investments, even if that means lower returns.	I generally look for safer investments, even if that means lower returns. Strongly Disagree	I generally look for safer investments, even if that means lower returns. Disagree	I generally look for safer investments, even if that means lower returns. No Strong Opinion	I generally look for safer investments, even if that means lower returns. Agree	I generally look for safer investments, even if that means lower returns. Strongly Agree
Usually it takes me a long time to make up my mind on investment decisions.	Usually it takes me a long time to make up my mind on investment decisions. Strongly Disagree	Usually it takes me a long time to make up my mind on investment decisions. Disagree	Usually it takes me a long time to make up my mind on investment decisions. No Strong Opinion	Usually it takes me a long time to make up my mind on investment decisions. Agree	Usually it takes me a long time to make up my mind on investment decisions. Strongly Agree
I associate the word "risk" with the idea of "opportunity".	I associate the word "risk" with the idea of "opportunity". Strongly Disagree	I associate the word "risk" with the idea of "opportunity". Disagree	I associate the word "risk" with the idea of "opportunity". No Strong Opinion	I associate the word "risk" with the idea of "opportunity". Agree	I associate the word "risk" with the idea of "opportunity". Strongly Agree
I generally prefer bank deposits to riskier investments.	I generally prefer bank deposits to riskier investments. Strongly Disagree	I generally prefer bank deposits to riskier investments. Disagree	I generally prefer bank deposits to riskier investments. No Strong Opinion	I generally prefer bank deposits to riskier investments. Agree	I generally prefer bank deposits to riskier investments. Strongly Agree
I find investment matters easy to understand.	I find investment matters easy to understand. Strongly Disagree	I find investment matters easy to understand. Disagree	I find investment matters easy to understand. No Strong Opinion	I find investment matters easy to understand. Agree	I find investment matters easy to understand. Strongly Agree
I'm willing to take substantial investment risk to earn substantial returns.	I'm willing to take substantial investment risk to earn substantial returns. Strongly Disagree	I'm willing to take substantial investment risk to earn substantial returns. Disagree	I'm willing to take substantial investment risk to earn substantial returns. No Strong Opinion	I'm willing to take substantial investment risk to earn substantial returns. Agree	I'm willing to take substantial investment risk to earn substantial returns. Strongly Agree
I have little experience of investing in stocks and shares	I have little experience of investing in stocks and shares Strongly Disagree	I have little experience of investing in stocks and shares Disagree	I have little experience of investing in stocks and shares No Strong Opinion	I have little experience of investing in stocks and shares Agree	I have little experience of investing in stocks and shares Strongly Agree
I tend to be anxious about the investment decisions I've made.	I tend to be anxious about the investment decisions I've made. Strongly Disagree	I tend to be anxious about the investment decisions I've made. Disagree	I tend to be anxious about the investment decisions I've made. No Strong Opinion	I tend to be anxious about the investment decisions I've made. Agree	I tend to be anxious about the investment decisions I've made. Strongly Agree
I'd rather take my chances with higher risk investments than increase the amount i'm saving.	I'd rather take my chances with higher risk investments than increase the amount i'm saving. Strongly Disagree	I'd rather take my chances with higher risk investments than increase the amount i'm saving. Disagree	I'd rather take my chances with higher risk investments than increase the amount i'm saving. No Strong Opinion	I'd rather take my chances with higher risk investments than increase the amount i'm saving. Agree	I'd rather take my chances with higher risk investments than increase the amount i'm saving. Strongly Agree
I'm concerned by the volatility of stock market investments.	I'm concerned by the volatility of stock market investments. Strongly Disagree	I'm concerned by the volatility of stock market investments. Disagree	I'm concerned by the volatility of stock market investments. No Strong Opinion	I'm concerned by the volatility of stock market investments. Agree	I'm concerned by the volatility of stock market investments. Strongly Agree

Strongly Disagree

Disagree

No Strong Opinion

Agree

Strongly Agree

People who know me would describe me as a cautious person.

People who know me would describe me as a cautious person. Strongly Disagree

People who know me would describe me as a cautious person. Disagree

People who know me would describe me as a cautious person. No Strong Opinion

People who know me would describe me as a cautious person. Agree

People who know me would describe me as a cautious person. Strongly Agree

I feel comfortable about investing in the stock market.

I feel comfortable about investing in the stock market. Strongly Disagree

I feel comfortable about investing in the stock market. Disagree

I feel comfortable about investing in the stock market. No Strong Opinion

I feel comfortable about investing in the stock market. Agree

I feel comfortable about investing in the stock market. Strongly Agree

I generally look for safer investments, even if that means lower returns.

I generally look for safer investments, even if that means lower returns. Strongly Disagree

I generally look for safer investments, even if that means lower returns. Disagree

I generally look for safer investments, even if that means lower returns. No Strong Opinion

I generally look for safer investments, even if that means lower returns. Agree

I generally look for safer investments, even if that means lower returns. Strongly Agree

Usually it takes me a long time to make up my mind on investment decisions.

Usually it takes me a long time to make up my mind on investment decisions. Strongly Disagree

Usually it takes me a long time to make up my mind on investment decisions. Disagree

Usually it takes me a long time to make up my mind on investment decisions. No Strong Opinion

Usually it takes me a long time to make up my mind on investment decisions. Agree

Usually it takes me a long time to make up my mind on investment decisions. Strongly Agree

I associate the word "risk" with the idea of "opportunity".

I associate the word "risk" with the idea of "opportunity". Strongly Disagree

I associate the word "risk" with the idea of "opportunity". Disagree

I associate the word "risk" with the idea of "opportunity". No Strong Opinion

I associate the word "risk" with the idea of "opportunity". Agree

I associate the word "risk" with the idea of "opportunity". Strongly Agree

I generally prefer bank deposits to riskier investments.

I generally prefer bank deposits to riskier investments. Strongly Disagree

I generally prefer bank deposits to riskier investments. Disagree

I generally prefer bank deposits to riskier investments. No Strong Opinion

I generally prefer bank deposits to riskier investments. Agree

I generally prefer bank deposits to riskier investments. Strongly Agree

I find investment matters easy to understand.

I find investment matters easy to understand. Strongly Disagree

I find investment matters easy to understand. Disagree

I find investment matters easy to understand. No Strong Opinion

I find investment matters easy to understand. Agree

I find investment matters easy to understand. Strongly Agree

I'm willing to take substantial investment risk to earn substantial returns.

I'm willing to take substantial investment risk to earn substantial returns. Strongly Disagree

I'm willing to take substantial investment risk to earn substantial returns. Disagree

I'm willing to take substantial investment risk to earn substantial returns. No Strong Opinion

I'm willing to take substantial investment risk to earn substantial returns. Agree

I'm willing to take substantial investment risk to earn substantial returns. Strongly Agree

I have little experience of investing in stocks and shares

I have little experience of investing in stocks and shares Strongly Disagree

I have little experience of investing in stocks and shares Disagree

I have little experience of investing in stocks and shares No Strong Opinion

I have little experience of investing in stocks and shares Agree

I have little experience of investing in stocks and shares Strongly Agree

I tend to be anxious about the investment decisions I've made.

I tend to be anxious about the investment decisions I've made. Strongly Disagree

I tend to be anxious about the investment decisions I've made. Disagree

I tend to be anxious about the investment decisions I've made. No Strong Opinion

I tend to be anxious about the investment decisions I've made. Agree

I tend to be anxious about the investment decisions I've made. Strongly Agree

I'd rather take my chances with higher risk investments than increase the amount i'm saving.

I'd rather take my chances with higher risk investments than increase the amount i'm saving. Strongly Disagree

I'd rather take my chances with higher risk investments than increase the amount i'm saving. Disagree

I'd rather take my chances with higher risk investments than increase the amount i'm saving. No Strong Opinion

I'd rather take my chances with higher risk investments than increase the amount i'm saving. Agree

I'd rather take my chances with higher risk investments than increase the amount i'm saving. Strongly Agree

I'm concerned by the volatility of stock market investments.

I'm concerned by the volatility of stock market investments. Strongly Disagree

I'm concerned by the volatility of stock market investments. Disagree

I'm concerned by the volatility of stock market investments. No Strong Opinion

I'm concerned by the volatility of stock market investments. Agree

I'm concerned by the volatility of stock market investments. Strongly Agree

Question Title

* .

	Risk averse	Somewhat risk averse	Neither risk averse nor a risk taker	A moderate risk taker	A risk taker
Overall, how would you place yourself on the following scale	Overall, how would you place yourself on the following scale Risk averse	Overall, how would you place yourself on the following scale Somewhat risk averse	Overall, how would you place yourself on the following scale Neither risk averse nor a risk taker	Overall, how would you place yourself on the following scale A moderate risk taker	Overall, how would you place yourself on the following scale A risk taker

Question Title

* Do you have any specific financial goals for this investment? If you have multiple goals, please choose the main one that applies to you.

No, my investment is to meet a range of goals

Yes - to meet essential living costs: Any losses from this investment would reduce my standard of living

Yes - to meet other important financial goals: If this investment fell in value I'd have enough to live on, but couldn't meet these goals

Yes - to meet non essential financial goals: costs and other important financial goals if this investment fell in value

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* How much of your investment could you afford to lose without reducing your future standard of living?

I can't afford any loss

I could afford a small loss

I could afford a medium loss

I could afford a large loss

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* When is the earliest you plan to take money from your investment?

Within the next year

Between 1 and 5 years from now

Between 6 and 10 years from now

More than 10 years from now

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* How do you plan to take money from your investment?

As a lump sum

Leave it invested and withdraw amounts only as needed

Leave it invested and withdraw amounts regularly (eg taking it as regular income)

Leave it invested and only take money out in an emergency

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* How likely is it that you will need to take money from your investments earlier than planned?

Very likely: Under certain circumstances I can see a situation where I would need to access my investments early - e.g in a financial emergency

Possibly: I may need to access my investments early e.g. in a financial emergency

Unlikely: I won't need to access my investments early as I have other money for financial emergencies

I can't access some or all of my investments early (e.g. a pension)

RISK PROFILING QUESTIONNAIRE: ASSESSING ATTITUDE TO RISK

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* Please answer each question below

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* .

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* Do you have any specific financial goals for this investment? If you have multiple goals, please choose the main one that applies to you.

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* How much of your investment could you afford to lose without reducing your future standard of living?

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* When is the earliest you plan to take money from your investment?

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* How do you plan to take money from your investment?

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* How likely is it that you will need to take money from your investments earlier than planned?

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* Please enter your full name