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Investment Risk & Profile Questionnaire

Thank you for completing this questionnaire. Your responses will help us understand your risk preferences, investment goals, and time horizons — enabling us to craft a strategy aligned with your unique profile.

Personal Information

Time Horizon and Withdrawal Expectations

1. When do you plan to begin withdrawing from your investments?
2. Once withdrawals begin, how long do you anticipate your investment to last?

Key Priorities & Investment Objective

Which of the following aligns most closely with your priority?

Tolerance for Volatility

Which statement best captures your willingness to accept fluctuations in portfolio value?
Low Tolerance — I prioritize protecting my capital over growth and prefer minimal declines.
Medium Tolerance — I accept moderate fluctuations, understanding market cycles, to achieve growth.
High Tolerance — I’m comfortable with substantial volatility and drawdowns in pursuit of higher returns.

Reaction to Market Downturn

If your diversified investments declined in value, what’s your likely response?
Move to safer assets at the first sign of decline
Wait until a substantial drop (e.g. >20% or over a sustained period)
Maintain my investment strategy regardless of short-term losses

Risk / Return Self Assessment

How would you categorize your own risk/return profile?

Consent and Communication

Please confirm your agreement:

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