Investment profile check-up
This simple questionnaire is designed to help you better understand your attitude to investment risk and make sure your current investment profile is right for you.
There are no right or wrong answers, just select the answer that best describes you.
What investment scheme do you belong to?
When do you plan to begin withdrawing from your investment?
How would you describe your understanding of the financial markets and investments?
How willing are you to accept variations in annual returns (including negative returns) over the time you expect to be invested?
What would you do if in the past 12 month period, your investment fell in value by 10 - 20%?
Not sure which investment scheme you belong to?
Please contact your adviser, or call us on 0800 500 811 or email us at firstname.lastname@example.org
Your investment risk profile
Based on the information you've provided, the fund profile below best reflects your attitude to investment risk.
This questionnaire is of a general nature only and does not constitute personalised financial advice. Our advisers can provide you with additional information relating to your investment options and you can move to a different fund within the Scheme at any time for no charge. You are under no obligation to accept the investment risk profile suggested by this questionnaire. The asset allocations are not fixed and will change from time to time.
This questionnaire has been prepared without taking into account your personal objectives, financial situation or needs. Before making an investment into the Scheme, you should obtain and consider the information contained in the Product Disclosure Statement for the Britannia Retirement Scheme or the Investment Statement for the Britannia Superannuation Scheme or the Investment Statement for the Britannia Superannuation Scheme 2012.