Understanding your relationship to risk
Understanding your risk tolerance is an important first step in helping us create an investment plan that is suitable for you. It should not be thought of as a substitute for a suitability test.
This tool is designed to help assess attitude towards risk. By answering these questions, you can help us develop an asset allocation plan with an appropriate level of risk. Please complete the questionnaire below and press “Submit” to send it back to us electronically.
This tool is designed to support and enhance, not replace, the 'know your client' process. It should not be thought of as a substitute for a suitability test or a recommendation to buy or sell any specific investment product.