Please click on ‘Start Assessment’
You will be asked 15 questions and have 15 minutes to complete this assessment with a required pass mark of 85%
0 of 15 Questions completed
You have already completed the assessment before. Hence you can not start it again.
Assessment is loading…
You must sign in or sign up to start the assessment.
You must first complete the following:
0 of 15 Questions answered correctly
Time has elapsed
You have reached 0 of 0 point(s), (0)
Earned Point(s): 0 of 0, (0)
0 Essay(s) Pending (Possible Point(s): 0)
Question 1 ‘What previous experience of investing do you have?’ Why do we ask this question?
(Select 2 answers)
Question2 ‘You are on a game show and have so far won an amount equivalent to your households’ annual income. You are offered a final 50/50 all-or-nothing gamble which if you win, will multiply your current winnings but if you lose you will go home with nothing. How much of a multiplier would need to be on offer to tempt you to take the gamble?’ Why do we ask this question?
Question 3 ‘Assuming you have the ability to log in at any time and view your investments, how often would/do you look at its value?’ Why do we ask his question?
Question 4 ‘How much could your investments fall over a 12 month period before you would begin to feel uncomfortable?’ Why do we ask this question?
Question 5 ‘Imagine that there is some financial turmoil in the world and the media are running daily stories about ‘billions wiped off the value’ of this and that – how would it make you feel about your investments?’ Why do we ask this question?
Question 15 ‘This questionnaire will generate a result between 1 and 100 to reflect where you sit on the scale compared to your peers. If 1 is an extremely low risk taker and 100 is an extremely high risk taker and 50 is the average person, where do you think you will sit?’ Why do we ask this question?
Question 14 ‘What do you expect an adviser to do for you?’ Why do we ask this question?
Question 13 ‘Portfolio’s are made up of growth assets such as equities and defensive assets such as cash and bonds. Defensive assets are designed to hold their value and not drop substantially when markets fall whereas growth assets are designed to make a profit but can fall when markets do. If you were designing your own portfolio, what percentage of growth (equity) assets do you think you would include?’ Why do we ask this question?
Question 12 ‘You have just received your investment statement and are discussing it with a work colleague. They tell you that their investment has performed much better than yours – how do you feel?’ Why do we ask this question?
Question 11 ‘How do you feel after having discussions about your investments or making investment decisions?’ Why do we ask this question?
Question 10 ‘If your investment goes down significantly due to market fall, what would be your natural instinct?’ Why do we ask this question?
Question 9 ‘Over what period do you tend to measure the ‘performance’ of your investments?’ Why do we ask this question?
Question 8 ‘What average growth per year do you expect your investment to make?’ Why do we ask this question?
Question 7 ‘You are employed in a secure job and your employer offers you the opportunity to go self-employed in the same role. Looking at the earnings structure on offer, you calculate that based on your performance in the last three years you would have earned more under the self-employed contract than you did on your employed one. Given that it’s not guaranteed moving forward and you could earn less, how much more would those potential extra earnings need to be, in order to persuade you to take the risk and go self-employed?’ Why do we ask this question?
Question 6 ‘How do you feel about your previous investment history?’ Why do we ask this question?