Risk appetite survey

For a client workshop or an adviser meeting: attitude to risk, horizon and goals, then a private form for the details.

1. Understanding your risk appetite

2. How would you feel if your portfolio fell 20% in a year?

   • I would sell to stop further losses
   • I would hold and wait
   • I would buy more

3. When do you expect to need most of this money?

   • Within 3 years
   • 3–10 years
   • 10–20 years
   • More than 20 years

4. Rank what matters most

   • Protecting what I have
   • Steady income
   • Long-term growth
   • Beating inflation

5. Place each option by risk and return

   • Cash
   • Government bonds
   • Index fund
   • Single stocks
   • Property

6. Your details (private to the adviser)

All templates · Chorus