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Attitude to Risk

Step 1 of 17

Completing a financial risk assessment empowers individuals to safeguard their financial well-being and enjoy peace of mind knowing they have taken steps to mitigate potential risks.

Please complete the risk assessment below for us to calculate your appetite for risk.

1. I would be willing to risk a percentage of my income/capital in order to get a good return on an investment*(Required)

Strongly Disagree

Disagree

Neither Agree or Disagree

Agree

Strongly Agree

2. To achieve high returns, it is necessary to choose high-risk investments*(Required)(Required)

Strongly Disagree

Disagree

Neither Agree or Disagree

Agree

Strongly Agree

3. When I am faced with a financial decision I am generally more concerned about the possible losses than the probable gains(Required)

Strongly Disagree

Disagree

Neither Agree or Disagree

Agree

Strongly Agree

4. I would rather know that I was getting a guaranteed rate of return than be uncertain about my investments.(Required)

Strongly Disagree

Disagree

Neither Agree or Disagree

Agree

Strongly Agree

5. Compared to the average person, I take lower financial risks.(Required)

Strongly Disagree

Disagree

Neither Agree or Disagree

Agree

Strongly Agree

6. I would rather put my money in a bank account than invest in shares.(Required)

Strongly Disagree

Disagree

Neither Agree or Disagree

Agree

Strongly Agree

7. I do not feel comfortable with financial uncertainty.(Required)

Strongly Disagree

Disagree

Neither Agree or Disagree

Agree

Strongly Agree

8. I would accept potential losses in order to pursue long-term investment growth.(Required)

Strongly Disagree

Disagree

Neither Agree or Disagree

Agree

Strongly Agree

9. Taking financial risks is important to me.(Required)(Required)

Strongly Disagree

Disagree

Neither Agree or Disagree

Agree

Strongly Agree

10. I would be happy investing a large proportion of my income and/or capital in a high-risk investment(Required)(Required)

Strongly Disagree

Disagree

Neither Agree or Disagree

Agree

Strongly Agree

11. Do you have any specific financial goals for this investment?(Required)(Required)

No, my investment is to meet a range of goals

Yes, to meet essential living costs: Any losses from this investment would reduce my standard of living

Yes, to meet other important financial goals: if this investment fell in value I’d have enough to live on, but couldn’t meet these goals

Yes, to meet non-essential financial goals: I’d still be able to cover my essential living costs and other important financial goals if this investment fell in value

12. How much of your investments could you afford to lose without reducing your future standard of living?(Required)(Required)

I cannot afford any loss.

I could afford a small loss.

I could afford a medium loss.

I could afford a large loss.

13. When is the earliest you plan to take money from your investments?(Required)(Required)

Within the next year.

Between 1 and 5 years from now.

Between 6 and 10 years from now.

More than 10 years from now.

14. How do you plan to take money from your investments?(Required)(Required)

As a single lump sum

Leave it invested and withdraw amounts only as needed

Leave it invested and take withdrawals (e.g. taking it as regular income)

Leave it invested and only take money out in an emergency

15. How likely is it that you will need to take money from your investments earlier than planned?(Required)

Very likely: Under certain circumstances I can see a situation where i would need to access my investments early - e.g. in a financial emergency

Possibly: I may need to access investments e.g. in a financial emergency

Unlikely: I won't need to access my investments early as I have other money for financial emergencies

I can't access some or all of my investments early (e.g. a pension)

Full name(Required)

Date of birth(Required)

DD slash MM slash YYYY

Email(Required)

Name of adviser(Required)

Consent(Required)

Any information submitted will be processed by us in line with our privacy policy. Please confirm you have read and accepted this before submitting your request.(Required)

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Verso comprises of two regulated subsidiaries; Verso Wealth Management Limited – Registered in England & Wales No. 02625986, Authorised and Regulated by the Financial Conduct Authority – 153871. Verso Investment Management Limited Liability Partnership Registered in England & Wales No. OC351100, Authorised and Regulated by the Financial Conduct Authority – 517235.

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