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Client Investment Risk Profiler
To determine your Investment Risk Profile kindly complete our Client Investment Risk Profiler
Client Investment Risk Profile Questionnaire
A risk profile questionnaire is a tool used to determine your level of tolerance for investment risk. The Client Risk Profile (CIRP) Questionnaire helps us gain insights to your financial needs, motives for investing and the level of risk you are willing and capable of assuming. This in turn enables us guide you on the best options for allocating your funds among the asset classes (Cash, Equities, Bonds and Others) and also to arrive at an optimal structure for your investment portfolio in line with your financial goals, objectives and risk tolerance level.
How old are you ?
What is your primary motive for investing ?
What is your primary goal for the funds being invested ?
What is the main source of your income
How long do you want to invest for?
When would you need the funds invested, regular withdrawals or a single lump-sum withdrawal of > 50%?
Which statement best describes your understanding of financial markets and investment products?
Please indicate which of the following investment solutions you are familiar with or are invested in?
Which statement best describes your disposition towards risk?
Assume that you want to invest ₦10,000,000, each investment option below shows the potential returns - loss and gains on your funds after one year. Which of the options will you choose?
| Option | A | B | C | D |
|---|---|---|---|---|
| Loss (₦) | 0.00 | 500,000 | 1,000,000 | 1,500,000 |
| Gain (₦) | 1,000,000 | 1,500,000 | 2,000,000 | 3,000,000 |
| % Loss | 0% | 5% | 10% | 15% |
| % Gain | 10% | 15% | 20% | 30% |
Results
Consider the different factors to find your investment risk profile
