Attitude to Risk Questionnaire

You can use the forecast tool to assess your client's attitude to risk in relation to their investment situation and future goals and ensure that the risk level matches with their expectations.

When you have completed the risk questionnaire it will provide you with a risk level and asset mix based on your client's attitude to risk and investment term. Click the 'Forecast the results' button to open the forecast page where you can choose the Attitude to Risk from the drop down. You can then use the forecaster tool to decide whether you need to save your Attitude to Risk questionnaire results or need to adjust them based on your client's investment considerations and goal.