This short questionnaire helps Moore Wealth Management make an objective assessment of your attitude to investment risk. It produces a score ranging from 0 (most risk-averse) to 100 (most risk-tolerant). A copy of the answers and the results page may be printed, signed by both parties, and retained for the advisor’s records.
Important Additional Notes
This questionnaire was designed by Clarus Investment Solutions as a generic tool to assist suitably qualified advisors to gauge the approximate risk attitude of clients. An assessment of risk attitude derived from its use should only be used to complement a much broader and detailed understanding of the client’s circumstances, priorities and objectives.
Its output is not and never should be represented as, or considered to be, financial advice.
The categorisations it produces refer predominantly to disposition towards risk: the categorisations do not take account of capacity to bear financial risk.
The risk attitude gauged by completing this tool should therefore be used with particular care as part of a much broader assessment.