WEALTHplan Risk Profile
Completing this form will help us select the most suitable investments for you.
Email address *
About You
Help us understand a little about the type of investor you are.
Please provide your name: *
Your answer
Please provide your age: *
Your answer
Please provide your marital status: *
Please provide your spouse or partner's name:
If applicable
Your answer
How would you describe your investment knowledge? *
What kinds of investments have you held in the past? *
Choose all that apply:
Required
Which of the following investments would you be most inclined to choose? *
Please complete the following sentence: It is normal for my investment to double in value every: *
I believe a good rate of return for my investment is: *
If this money is not for an emergency fund, do you have other savings or a line of credit in place to deal with an unforeseen financial emergency? *
Do you have any of the following? *
Choose all that apply:
Required
Do you have a regular form of income? *
For example, employment or a pension:
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