Collins Sarri Statham Investments

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Client Profile

The client profile form will take around 10 minutes to complete. By completing this form we will create you an account to enable you to update your information at a later date.

Client Risk Profile

Name *

Email Address *

Risk Tolerance

5) If your investments were to decline in value by as much as 20% over the next 12 months, what would you do? E.g. a £20k portfolio became worth £16k. *

a) Transfer the investment

b) Transfer some of the investment

c) Do nothing

d) Invest more to take advantage of the lower value

6) When markets turn negative, investments tend to show a loss – i.e. if you were to cash them in, you would receive less than what you had paid for them. How comfortable are you, should that occur? *

a) Very uncomfortable - I might need to cash-in my investment at any time

b) Uncomfortable - I don’t want to lose any money

c) Comfortable- markets can be volatile and it is one of the risks in investing

d) Very comfortable - it’s a risk I am aware of and it doesn’t worry me at all.

Investment Experience

7) How would you best describe your investment experience? *

a) I am not familiar with investment markets

b) I take an interest, but I’m not really comfortable making investment decisions?

c) I am an experienced investor

d) I am a very experienced investor

8) How familiar are you with investment terms *

a) I am not familiar with any investment terminology

b) I have some knowledge of investment terms

c) I have a moderate degree of knowledge

d) I have a great deal of investment knowledge

9) What would you look to do if you had a £100,000 windfall to invest? *

a) Put it in the bank or a term deposit

b) Put most of it in a bank and the rest in the stock market

c) Put most of it in the stock market and the rest in the bank

d) Put all of it in the stock market

10) Most investment portfolios have a mixture of investments ranging from those seen as having high risk but also the potential for high returns through to those which have no or little risk but equally low return. What would your preference be in relation to Stock Market Investments that CSS provide?

Note: this does not represent the exact allocation of your investments with CSS as this will be dependent on discussions with your broker and products that you wish to trade and those that are suitable.

	Lower Risk & Return	Medium Risk & Return	High Risk & Return
A.	100%	0%	0%
B.	70%	30%	0%
C.	0%	70%	30%
D.	0%	0%	100%

What would your preference be in relation to Stock Market Investments that CSS provide? *

A

B

C

D

For each question add your scores and enter them in the box below.

A *

B *

C *

D *

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