Customer Risk Profile
Please answer the following questions to evaluate your risk profile:
For Q1 and Q2, Low is 1 pt, Modest is 2pts and High is 3pts
For Q3, Yes is 2 pts, Do Nothing is 1 pt and No is 0 pt.
For Q4, Yes is 0 pts, Do Nothing is 1 pt and No is 2 pt.
WHAT YOUR SCORE MEANS
8-10 pts – Aggressive Growth Investor
6-8 pts – Growth Investor
4-6 pts – Income and Growth Investor
2-4 pts – Income Investor