This questionnaire consists of 15 questions.
* Indicates required field
Name *
First Last |
Phone Number *
|
Email *
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1) I would enjoy exploring investment opportunities for my money. *
I strongly agree with this statement
I tend to agree with this statement
In between
I tend to disagree with this statement
I strongly disagree with this statement
I tend to agree with this statement
In between
I tend to disagree with this statement
I strongly disagree with this statement
2) I would go for the best possible return even if there were risk involved *
Always
Usually
Sometimes
Rarely
Never
Usually
Sometimes
Rarely
Never
3) How would you describe your typical attitude when making important financial decisions? *
Very Adventurous
Fairly adventurous
Average
Fairly cautious
Very cautious
Fairly adventurous
Average
Fairly cautious
Very cautious
4) What amount of risk do you feel you have taken with your past financial decisions? *
Very large
Large
Medium
Small
Very Small
Large
Medium
Small
Very Small
5) To reach my financial goal I prefer an investment which is safe and grows slowly but steadily, even if it means lower growth overall. *
I strogly agree with this statement
I tend to agree with this statement
In between
I tend to disagree with this statement
I strongly disagree with this statement
I tend to agree with this statement
In between
I tend to disagree with this statement
I strongly disagree with this statement
6) When I consider investments that have an element of risk I feel quite anxious. *
I strongly agree with this statement
I tend to agree with this statement
In between
I tend to disagree with this statement
I strongly disagree with this statement
I tend to agree with this statement
In between
I tend to disagree with this statement
I strongly disagree with this statement
7) Imagine the six months after making an investment the financial markets start to perform badly. In line with this, your own investment goes down by a significant amount. What would your reaction be? *
Withdraw your money and put it in a savings account to prevent any further losses
Transfer your money to a more secure investment product to reduce the risk of further losses
Monitor the investment and wait to see if it improves
Invest more fund to take advantage of the lower price, expecting future growth
Transfer your money to a more secure investment product to reduce the risk of further losses
Monitor the investment and wait to see if it improves
Invest more fund to take advantage of the lower price, expecting future growth
8) I am looking for high investment growth, I am willing to accept the possibility of greater loss to achieve this *
I strongly agree with this statement
I tend to agree with this statement
In between
I tend to disagree with this statement
I strongly disagree with this statement
I tend to agree with this statement
In between
I tend to disagree with this statement
I strongly disagree with this statement
9) If you had money to invest, how much would you be willing to place in an investment with possible high returns but a similar chance of losing some of your money? *
All of it
More than half
Half
Less than half
Very little, if any
More than half
Half
Less than half
Very little, if any
10) How do you think that a friend who knows you well would describe your attitude to take financial risks? *
Daring
Sometimes daring
A thoughtful risk taker
Careful
Very cautious and risk averse
Sometimes daring
A thoughtful risk taker
Careful
Very cautious and risk averse
11) If you had picked an investment with potential for large gains but also the risk of large losses how would you feel? *
Panicked and very uncomfortable
Quite uneasy
A little concerned
Accepting of the possible highs and lows
Excited by the potential for gain
Quite uneasy
A little concerned
Accepting of the possible highs and lows
Excited by the potential for gain
12) I am prepared to take a risk with my money if it means I could have more to spend in the long run *
I strongly agree with this statement
I tend to agree with this statement
In between
I tend to disagree with this statement
I strongly disagree with this statement
I tend to agree with this statement
In between
I tend to disagree with this statement
I strongly disagree with this statement
12) Imagine that you have some money to invest and a choice of investment products, which option would you choose? *
A product with a low average annual return but almost no risk of loss of the initial investment
A product with a higher average return but some risk of losing part of the initial investment
A mixture of the products above
A product with a higher average return but some risk of losing part of the initial investment
A mixture of the products above
13) I would prefer small certain gains to large uncertain ones *
I strongly agree with this statement
I tend to agree with this statement
In between
In tend to disagree with this statement
I strongly disagree with this statement
I tend to agree with this statement
In between
In tend to disagree with this statement
I strongly disagree with this statement
14) When considering a major financial decision which statement BEST describes the way you think about the possible losses or the possible gains? *
I’m excited about the possible gains
I’m optimistic about possible gains
I think about both the possible gains and losses
I am conscious of the possible losses
I worry about the possible losses
I’m optimistic about possible gains
I think about both the possible gains and losses
I am conscious of the possible losses
I worry about the possible losses
15) I want my investment money to be safe even if it means lower returns *
I strongly agree with this statement
I tend to agree with this statement
In between
I tend to disagree with this statement
I strongly disagree with this statement
I tend to agree with this statement
In between
I tend to disagree with this statement
I strongly disagree with this statement
By submitting my details above I agree to being contacted by Irish Pensions & Finance in relation to my financial plans.