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Freedom Travel Insurance | Management Consulting Services

Risk Profile Questionnaire

Outlined below are the steps you can follow to determine your investor risk profile.

  • Complete the following questionnaire in full.
  • To determine your score circle the response that most closely matches your situation/preference. The number located in brackets down the left-hand margin determines your point value per response.
  • Total your score.
  • Compare your total score to the various profile ranges described, and determine your Investor Risk Profile and most suitable investment choices.

We recommend that this questionnaire be completed whenever your financial or personal situation changes.

Name: required.
Email: required.
Address:
City:
Postal Code:
Phone:

How long before you expect to use the money saved in this plan?
Less than 5 years
5-9 years
10-14 years
15-19 years
20-24 years
25 and over
What is your current age category?
Over 60
56-60
46-55
36-55
26-35
25 and under
I would use my savings in this plan from time to time to purchase items I require, or to help with unexpected expenses:
Yes
Maybe
No
Do you have a spouse or partner who is saving for his/her retirement?
No
Yes
Which of the following best describes your employment situation?
Retired or soon-to-be retired
Employed part-time
Employed full-time
Which of the following would include your family's net worth (assets-liabilities)?
Under $50,000
$50,000 - $99,999
$100,000 - $299,999
$300,000 and over
What is your annual household income?
Under $25,000
$25,000 - $49,999
$50,000 - $74,999
$75,000 - $99,999
$100,000 and over
How knowledgeable are you about investing and the various options available?
I have no investment experience.
I have a basic understanding about investing and have made some other investments.
I have been investing for several years in different types of assets and have seen market ups and downs.
I am a knowledgeable and experienced investor.
Which of the following statements would you feel most correctly describes your investment philosophy?
I cannot accept any loss of principal.
I prefer to invest in safer, lower return investments.
I am willing to tolerate some ups and downs in the value of my investments to achieve overall higher returns in the long run.
My main interest is high, long-term returns and I am not concerned about short-term decreases in my investments.
I worry about what is happening with my investments:
Often
Sometimes
Rarely
If the stock market fell by 25% in one month, how would your react?
I would want to sell all of my investments.
I would just maintain my current holdings.
I would buy more.
Joe Barnes, RHU, EPC
Insurance Broker - Management Consultant
Toll Free: 866-394-4774
Toll Free Fax # 1-866-395-4774