Background information

This is a hidden page on our website that contains three forms for you to fill in. These forms help us to gather some of the essential information needed to make sure our advice is suitable for you.

1. Risk Questionnaire

The following questions are provided by Defaqto and aim to establish your general risk outlook and the level of risk you are normally prepared to take, although you may decide to take more or less risk for any specific investment objectives you may have.

You should answer each question thoughtfully and honestly. If a question seems open to interpretation, just give the response that feels most intuitive to you.

2. Investment Experience

Reflecting on the past 10 years, please tick the appropriate box for each product type.

3. Regular Spending

Please fill in your household expenses below.