Investment Questionnaire

The following survey should take no longer than 2 minutes, and designed to create a customized investment solution to suit blah blah...you get the idea.

What is the desired goal of the portfolio? Please state the investment objective or non-investment outcome (if relevant)

Which of the following best describes your investment profile?

Preservation of capital

Growth through a balance of capital growth and income returns

Growth with a focus on capital gains

To have a high level of income and for the portfolio to keep pace with inflation.

Do you have an annual income target?

Yes

No

Do you have annual expenses or distributions that are to be funded from the investment portfolio? If so, what are they?

Are you comfortable holding unlisted assets, such as direct property?

Yes

No

Not sure

What is the investment time frame for this portfolio?

Short term (1-3 years)

Medium term (3 - 5 years)

Long term ( more than 5-10 years)

Thank-you for completing our questionnaire. We will be in touch discuss your responses shortly.