Risk Profiler

Answer the questions below to get a view on your risk and return expectations based on your views on risk and attitude to investments.

This form has been designed to assist you in ascertaining your tolerance to risk. By working through the questions with your relationship manager you will be able to determine your appetite for risk. This form should only be used as a tool to help you make the right investment choice. You may choose to ignore the questionnaire and select a portfolio based on your own opinion but you will be responsible for this choice and we cannot be held liable for suitability or appropriateness of the investments held in such a situation.

Investors may also find that they have different risk and return appetites for differing investment goals and where this could be the case it may be helpful to complete the questionnaire for each of your investment goals.

EDALE. Care for financial assets

Risk Profiling Questionnaire

Edale Financial Planning · FCA Reference 812332

Authorised & Regulated
Financial Conduct Authority
Ref: 812332
1

Adviser & Client Details

Your information is only used to prepare and send your risk profile
2

Risk Profiler

Questions 1–6 · Max 120 pts
This questionnaire assesses your tolerance to investment risk. Work through each question honestly — there are no right or wrong answers. Your answers will be used to establish your risk profile, which helps Edale recommend a suitable investment strategy.
1For how many years have you invested in investment products other than bank savings/deposit accounts?
2How do you consider your investment knowledge level?
3What do you consider to be the length of your investment time horizon?
4What levels of financial loss could you tolerate over the short term? (1 year)
5How would you react if the return on your investment were negative or below your expectations?
6How would you generally categorise your investment risk outlook?
3

Liquidity Profiler

Questions 7–10 · Max 100 pts
7How would you anticipate your income changing over the next few years?
8How would you describe the financial cushion you have available for unexpected needs or emergencies?
9How much regular income, if any, do you require from your investments during the investment period?
10Of your current income, what percentage is used to cover cash obligations (loans, mortgages, advances, living expenses)?
Please answer all 10 questions before calculating.
Edale Financial Planning is authorised and regulated by the Financial Conduct Authority (Reference: 812332). This questionnaire is a tool to assist in determining investment suitability and does not constitute financial advice in isolation. The value of investments and the income from them can fall as well as rise. Past performance is not a reliable indicator of future performance. Tax treatment depends on individual circumstances.


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