Investment Questionnaire, Investing, Galway Investment Brokers

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

Please choose an option

3. How would you describe your typical attitude when making important financial decisions?(*)

Very Adventurous

Fairly adventurous

Average

Fairly cautious

Very cautious

Please choose an option

4. What amount of risk do you feel you have taken with your past financial decisions?(*)

Very large

Large

Medium

Small

Very Small

Please choose an option

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 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

Please choose an option

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

Please choose an option

7. Imagine that 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 funds to take advantage of the lower price, expecting future growth

Please choose an option

8. I am looking for high investment growth. I am willing to accept the possibility of greater losses 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

Please choose an option

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

Please choose an option

10. How do you think that a friend who knows you well would describe your attitude to taking financial risks?(*)

Daring

Sometimes daring

A thoughtful risk taker

Careful

Very cautious and risk averse

Please choose an option

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

Please choose an option

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 annual return but some risk of losing part of the initial investment

A mixture of the two products above

Please choose an option

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

I tend to disagree with this statement

I strongly disagree with this statement

Please choose an option

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

Please choose an option

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

Please choose an option

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