How we work

Risk Profile Analysis

Risk Analysis & Investor Questionnaire

Risk tolerance is one of the fundamental issues to consider when planning your investment strategy with a professional.The questionnaire below gives us valuable information on the level of risk you are comfortable with and the rate of return you
expect from your investments. This information is then used to tailor a managed account perfectly suited to your expectations.
Please answer each question below and choose the response that best describes you - there are no "right" or "wrong" answers

    How would your best friend describe you as a risk taker?

    You are on a TV game show and can choose one of the following. Which would you take?

    You saved for a "once-in-a-lifetime" vacation. Three weeks before you leave, you lose your job. Cancel the vacationTake a more modest vacationGo as scheduled, you need to prepare to find a jobUpgrade, you need cheering up after the bad news 

    How comfortable are you investing online? Not at all comfortableSomewhat comfortableVery comfortable

    When you think of the word "risk" which of the following words comes to mind first? LossUncertaintyOpportunityThrill

    Have you ever traded FOREX, CFDs, or Options online? YesNo

    What kind of investor would you call yourself? BeginnerProficientAdvancedExpert

    When trading do you prefer to use: Technical Analysis (Studying charts)Fundamental Analysis (news & economic data)Technical & Fundamental AnalysisNot sure

     Why are you looking to invest? Supplement monthly incomeChange professionPay for a special purchaseFor fun

    What is you Career status? UnemployedEmployedSelf-employedRetired

    What % return (ROI) do you expect per month? 5% PM10% PM20% PM25% + PM

    What % of loss are you prepared to accept? None25% of capital invested50% of capital invested75% of capital invested

    Do you have other strategic investments? Long term, high yield savingsHedge Funds and/or ETF’sStocksOther

    Have these investments performed well? YesMediocreNo

    Annual Earnings (in Euro €) Under €20,000 PA€20,001 to €50,000 PA€50,001 to €100,000 PA€100,001 + PA

    [honeypot your-subject]

    Are you ready to get started?