Introduction

Selecting an investment strategy requires consideration of multiple factors including:

  • your time horizon,
  • your risk capacity,
  • your risk tolerance and
  • your investment experience and knowledge.

The following questionnaire is designed to assist your financial advisor to develop an appropriate strategy for your investment.

The 17-question questionnaire can be completed online, or hard copy, in around 20 minutes.
 

Print Questionnaire Start Questionnaire