Complete this form if you have money to invest, but are not sure which product or funds to choose. Once you have completed and sent this to us, it will enable our experienced advisers to determine to most appropriate investment route for you.

Section 1 - Personal

*Required Field

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Section 2 - Contributions

 Have you used any or all of your ISA allowance for this tax year?

Yes Stocks & Shares Cash ISA

No

Section 3 - Investment Objective

Investment Purpose If 'Other' please specify

 

Section 4 - Risk Profile

Q1. Which of the following statements best explains your objectives in terms of this investment?
I would like to take a 4% income from my investments and I want to minimise the risk of capital loss
I would like to take a 6% income from my investments and I can accept small, short term losses in the value of my portfolio to acheive this
I would like to take a 9% income from my investments and I understand that this could have substantial impact on the value of my portfolio
I do not wish to take an income at this time. Little or no risk of loss is important. My main concern is the safety of my initial investment
I do not wish to take an income at this time. I can accept small, short term losses, but I am concerned about the safety of my investment
I do not wish to take an income at this time. I am seeking a balance between safety and investment growth potential
I do not wish to take an income at this time. I am seeking investment growth and I am prepared to accept some losses for potentially higher growth
I do not wish to take an income at this time. I am willing to accept a significant amount of risk and potential losses in pursuit of higher long-term investment growth
Q2. Do you have any emergency cash fund to provide for any unexpected expenses?
Q3. How much of a drop in value would you tolerate over 12 months before changing your investment?
Q4. At the beginning of the year you have £100,000 invested. The table below shows the performance of five different hypothetical investments. Each Portfolio gives a range of possible values at the end of one year. Which Portfolio are you most comfortable with?
Q5. What Percentage of your total assets (excluding your home) are you proposing to invest now?
Q6. Short-term ups and downs in the value of your investment may lead to better long-term values.  Which of the following statements best describe your attitude towards these short-term ups and downs?
Q7. Suppose that one year ago, you invested £20,000 in an investment fund. The market value has gone down during the period and your investment is worth £16,000; you decide to:
Q8. Which statement most closely reflects your current financial situation? Which statement most closely reflects your current financial situation?
Q9. How long are you planning to hold on to your investment?

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