1) Your present job or business is:

2) The number of years you have until retirement is:

3) If your current source of income were to stop today, for how long will your present savings support you?

4) You have to financially support:

5) Your current annual family* savings (income less expenses) are:

6) Which of these objectives is the most important to you from an investment perspective?

7) Which of the following best describes your understanding of the investment market?

8) Given below is a listing of investment choices from least risky to most risky. Which is the riskiest option you have invested in?

9) Your preferred strategy for managing investment risk is:

10) Over a three-month period, an investment you owned lost 20% and the overall stock market lost 20%. With the economic climate ambiguous, it could plummet further or bounce right back up, how would you react?

11) An investment portfolio with high exposure to growth assets tends to generate higher returns, albeit with some volatility (fluctuations in value). To what extent are you willing to experience shorter-term losses/ volatility to generate higher returns?

12) How would you describe yourself as a risk-taker?