Name *

First Name

Last Name

How long do you expect to invest the majority of your funds for? *

Less than two years

Between two and three years

Between three and five years

Between five and seven years

More than seven years

How would you describe yourself when it comes to investing? *

I’m very conservative and am not willing to take on any level of risk

I’m fairly conservative but willing to take on a low level of risk

I’m willing to take on a moderate level of risk if it means better long term returns

I’m willing to take on a higher level of risk than most in order to improve long term returns

How familiar are you with the investment markets? *

Very little understanding or interest

Not very familiar

Have enough experience to understand the importance of diversification

Understand that markets may fluctuate and that different market sectors offer different income, growth and taxation characteristics

Experienced with investment markets and understand the various factors which may influence performance

Which is the best meaning to you of the word ‘risk’ in the financial context? *

The danger of losing money

Uncertainty of investment returns

Opportunity for higher returns

Which of the following best describes what you would like to achieve through your investment portfolio? *

Income with little or no growth over time

Moderate income and growth over time

Growth over time with little or no income for at least 5 years

Some investments can fluctuate, sometimes quite significantly, over very short periods of time. How would you feel if the value of your investment varied significantly by one third (33%) or more over a year or less? *

I wouldn’t be concerned by short term fluctuations at all

I would feel a little uncomfortable but wouldn’t spend too much time worrying about it

I would feel quite uncomfortable and would monitor my investments frequently

I would feel very uncomfortable and sell-down the investments

How important is it to you that your investments keep pace with inflation?

Not important – I would rather protect the capital

A little important – but I’m not prepared to take unnecessary risks

Fairly important – I know that I’ll need to adopt some risks to ensure my returns beat inflation

Very important – the priority is for the portfolio to grow significantly above inflation

What level of return do you expect your investments to achieve?

A steady return without losing any of my capital value

1 – 2% above inflation

3 – 4% above inflation

5% or more above inflation

Gearing is the process of borrowing money to invest. Although gearing can increase the potential return significantly and often provide taxation benefits, it also significantly increases the level of risk you adopt. How do you feel about gearing?

As an opportunity to increase my/our wealth and I/we would not be concerned about the increased risk

Would consider it but only after understanding the concept and obtaining professional guidance

Would not consider it due to the risk

Would not consider it due to the complexity or other reason

How important are Ethical/Social/Environmental considerations important to you?

Not important

Important - I would invest in this manner but only incur a slightly higher cost to do so.

Imperative - My portfolio must consider Ethical/Social/Environment matters.