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.
Submit your results to NZBritannia and we can check that they match with your current investment profile.
Just enter your details below and we will contact you to discuss what you need to do next, if anything.
Thank you for completing our Investment profile check-up. We will compare your result against your current investment and contact you to discuss what to do next, if anything.
In the meantime, if you would like to contact us please call 0800 500 811 or email investments@nzbritannia.co.nz.
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.