Risk Assessment
10-question questionnaire to determine client risk tolerance and recommend suitable portfolios
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1.
What is your age?
2.
When do you plan to use this money?
3.
What is your primary investment goal?
4.
Your portfolio drops 30% in 6 months. What do you do?
5.
How would you describe your investment knowledge?
6.
Which statement best describes your financial situation?
7.
Choose your preferred investment scenario:
8.
How do you react to market volatility?
9.
What percentage of your investments can you afford to lose?
10.
How often do you check your investment portfolio?