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Risk profile questionnaire for individuals and retirement

Please fill out the form below or download the risk profile questionnaire for individuals here or download retirement form here

To enable Golden Gate to fine-tune your attitude to risk, please complete the questionnaire below, ensuring all questions are answered.

The resultant risk score will vary from one to ten, with one being the least risky and ten the most risky. A risk score of one will result in a suggested portfolio consisting mostly of cash, with ten resulting in a portfolio heavily weighted in equities. Intermediate scores will result in a broader spread of asset classes. We will contact you to explain the relationship between these risk scores and your investment, once the questionnaire has been received.

The risk profile assessment is simply a guide based on information provided and does not take into account your full personal circumstances.

You should satisfy yourself that your risk profile for your investments is appropriate at all times.

Fields marked* are required.


Personal Details


Title
Mr Mrs Miss Other » * please specify
Surname
*
Full forenames(s)
*
Date of birth » dd mm yyyy
*
Postcode
*

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