Risk Profile

A large investment firm uses this risk profile questionnaire for all of its new clients and some of their returning clients. It aids them in deciding how to properly invest the client’s money in a manner that is appropriate for the client’s individual financial situation.

When someone decides to begin an investment portfolio, the risk profile questionnaire plays an important role. It helps your financial advisor understand the risks that you will be able to take when it comes to investing. The market presents investors with many risks, making it vital for you to understand your financial profile. Along with important other documents like your financial values, balance sheet, and your investment goals, the risk profile questionnaire will help your advisor create a thorough and personalized financial portfolio for you. The content of this questionnaire will largely focus on the financial situation of the person looking to invest. The risk profile questionnaire format will begin with questions about where the money that will be invested is coming from and how long it can remain invested in the market before it will be needed. There will be further questions about the goal of the investment and the length of time considered. Further questions may deal with the client’s stage of life, lifestyle, familiarity and history with investments, and other information about the client’s finances. A large investment firm uses this risk profile questionnaire for all of its new clients and some of their returning clients. It aids them in deciding how to properly invest the client’s money in a manner that is appropriate for the client’s individual financial situation.

Number of Questions: 27

Applicable Plans:

ADVANTAGE+  |  ADVANTAGE++  

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