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  • Strategic Financial Planning

Risk Profiling Questionnaire

This questionnaire is designed to help you consider your risk tolerance.

It asks questions that provide some indication of the risk tolerance for a typical investor displaying your personal investment characteristics (concerning investment and/ or insurance products). It may not match your actual attitude toward investment risk, but it indicates the profile you fit into.

When answering Question 1-6, please note that:

- The terms "investment/ investing" refer to all Wealth products, including investment and /or insurance products # [# Such products could include one or more of the following: stocks, unit trusts, foreign currencies, commodities, structured investment products, warrants, options, futures, long term life insurance plans with savings elements, such as annuity insurance plans, whole of life insurance plans and investment-linked insurance plans.]

- In general, investing involves a trade-off between risk and return. Investments carrying a higher risk come with the potential of achieving more gains, but also a higher possibility of incurring considerable losses. It has been historically shown that investors who achieve high returns have experienced correspondingly high fluctuations and losses.

This will take around 10 minutes. Based on the answers you have provided, you can check your risk tolerance.

We noticed you have re-assessed your Risk Profiling Questionnaire within 3 months and the new risk tolerance is higher than the previous record. Please confirm that the new risk tolerance reflects your current investment risk preference.

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