Risk Tolerance Questionnaire
The suitability foundation: capacity, attitude, horizon, and the sleep test.
5 questions · 1 page · about 2 minutes to answer · fully editable after you start
Suitability starts with risk tolerance measured properly: capacity (what the finances can absorb) separated from attitude (what the stomach can), horizon, and the behavioural tell – what they did in the last real downturn. This questionnaire covers the regulatory foundation in plain language.
The did-last-downturn answer outpredicts the hypotheticals: investors reveal their true tolerance in March 2020 stories, not in scenario grids.
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Page 1
Your relationship with risk
This questionnaire asks how you feel about investment risk and when you will need your money. Your answers help your adviser suggest a mix that suits you. It takes about 2 minutes.
Q1.When would you realistically need to draw on these investments?*
- Less than 3 years
- 3 to under 7 years
- 7 to under 15 years
- 15 years or more
- Not in my lifetime - for the next generation
Q2.A 25% fall in year one. You would...*
- Sell to stop the pain
- Sit tight uneasily
- Hold with confidence
- Buy more
Q3.What did you actually DO in the last big market fall you experienced?*
Q4.If these investments halved, your lifestyle would...*
- Be seriously affected
- Need adjustments
- Be fine - other resources exist
Q5.The sleep test: how much portfolio movement can you ignore?
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