• Part One
  • Part Two: Details
  • Part Three: Section Title in Here

Have you ever invested in any of the following products? NOTE-REGARDING TRADE FREQUENCY - ‘OFTEN’ IS DEFINED AS HAVING CARRIED OUT
TRANSACTIONS, IN SIGNIFICANT SIZE, AT AN AVERAGE FREQUENCY OF AT LEAST 10 TRADES PER QUARTER OVER THE PREVIOUS FOUR QUARTERS.

£
£
Strongly AgreeAgreeNeither Agree nor DisagreeDisagreeStrongly Disagree
Your friends would describe you as cautious
You prefer your money to be safe from risk
You have invested in a 'high risk' Investment in the past
You have made a big profit from a 'high risk' investment in the past
You have taken a lot of risks with investments in the past
Even if you could make a big gain, you would rather not invest in something that might fall in value
It is important to you to be financially cautious
You would never invest in an investment classed as 'high risk'
Your goal is to make the most in long term investments, and you are willing to accept dramatic, short term falls in value to achieve this goal
In summary, being cautious with your finances is important to you

Preferred Product Classes (Risk levels on classes of investments and financial instruments are for illustrative purposes only)
Please Tick the appropriate boxes:

Some description about this section