Risk Profile Questionnaire

Risk Profile Questionnaire

 

Client Risk Warning

 

The Marlborough Risk Profiler tool should only be used in conjunction with the Marlborough Managed Portfolio Service.

The return you hope to achieve from your investment is, to a large extent, determined by the risk that you choose to take. Risk is an unavoidable component of investing in stock market linked investments.

The value of investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand your risks and commitments. If you are unsure at any stage of the process your Financial Adviser will provide you with guidance and advice.

 

This Risk Profiling Questionnaire has been developed to help advisers and their clients determine a client’s attitude to risk and capacity for loss and hence an appropriate asset allocation. Please remember when completing this questionnaire that there are no wrong or right answers. It is important that clients answer all the questions as accurately and honestly as they can; the responses will determine their tolerance to risk and an investment portfolio that is suited to their requirements.

You may begin the process by entering your login details and the full name of your client. Once you have taken your client through the Risk Profile Questionnaire an Investment Proposal will be generated for your client. This will be sent to the email address you used to register. The proposal will need to be signed by your client and by you. The proposal should then be sent to Marlborough Investment Management Ltd, PO Box 1852, Lichfield, WS13 8XU.

We will gauge your appetite for investment risk

Risk Profiling Questionnaire