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Exit Survey
 
 
There are several aspects to investment risk, how you feel about risk, how much risk you can afford to or wish to take, and the risk of not meeting a particular goal. This questionnaire is designed to help us assess how you feel about risk, and in combination with our discussions will help us provide the most appropriate solution and advice for you.
 
 
 
 
What is your name?
   
 
 
 
What is the date?
   
 
 
 
I would be willing to risk some of my capital in order to get a good return on an investment
 
Strongly Agree
 
Agree
 
Neither Agree nor Disagree
 
Disagree
 
Strongly Disagree
 
 
 
I am comfortable taking above-average risks with my investment with the aim of achieving above-average returns
 
Strongly Agree
 
Agree
 
Neither Agree nor Disagree
 
Disagree
 
Strongly Disagree
 
 
 
When I take a financial decision I generally worry more about the possible losses than look forward to the possible gains
 
Weekly
 
Monthly
 
Quarterly
 
Annually
 
 
 
I would rather get a guaranteed rate of return, however small, than be uncertain about my investments
 
Strongly Agree
 
Agree
 
Neither Agree nor Disagree
 
Disagree
 
Strongly Disagree
 
 
 
I believe that I take fewer risks than the average person
 
Strongly Agree
 
Agree
 
Neither Agree nor Disagree
 
Disagree
 
Strongly Disagree
 
 
 
I would rather keep my money in a bank than invest it
 
Strongly Agree
 
Agree
 
Neither Agree nor Disagree
 
Disagree
 
Strongly Disagree
 
 
 
I do not feel comfortable with financial uncertainty
 
Strongly Agree
 
Agree
 
Neither Agree nor Disagree
 
Disagree
 
Strongly Disagree