Investor Risk Profile Questionnaire

1. What are your financial goals? (Select your top 3)

2. If your portfolio fell 20.1% during a financial crisis, what would you do?

3. If your investments gained 12% in year one and 18% in year two, what would you do in year three?

4. Have you ever sold investments solely because of a market decline?

5. The chart below is a representation of a sample stock and bond market performance from 2005 to 2016 (with dividends and interest reinvested, excluding fees and taxes). Although past performance is no guarantee of future results, which portfolio best suits your desired level of risk and return? Which portfolio best suits your desired risk and return?

6. To what extent do you agree with the following statements?

You have an excellent understanding of financial and investment terms.

You are willing to invest in assets with a limited track record for higher returns.

You associate the word "risk" with "opportunity".

7. To what extent do you agree with the following statements?

You are more concerned with maximizing returns than minimizing losses.

You would be comfortable investing in a new business venture.

You are comfortable with financial risk.

8. How long do you think you will remain invested before taking money out?

9. How secure are your current sources of income?

10. How secure do you feel funding an unexpected event like a job loss or a large medical bill?

11. How would you describe your ability to save money?

12. How good are you at sticking with your financial plans?

13. Existing Investments (%)

14. Total Investment Portfolio Value (KES)

15. Personal Information

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