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

Risk Capacity & Time Scale

Risk Tolerance

Investment Experience

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%

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