Customer Risk Profile

Please answer the following questions to evaluate your risk profile:

First Name *

Last Name *

Date *

Do you consider yourself experienced in investing? *

How do you rate your willingness to take financial risks? *

How do you rate your tolerance for volatility in investment value? *

Would you invest more in the market in a downturn? *

Would you sell your investments in a downturn? *

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SCORING

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

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