Financial Risk Profit Questionnaire


A financial risk profit questionnaire is designed to gauge the level of your tolerance towards risk.  This then enables a financial analyst to have a clear picture about which type of investments would suit you best and which you would shy away from.  A financial risk profit questionnaire also give a financial analyst a clear picture about the type of profit you are looking to make.  This is because investors can be separated into those who want to make long term investments and those who only want to make short term investments. This is an important, vital tool to use.

Sample Financial Risk Profit Questionnaire

Client’s details:

First name: ______________________________________________________________

Middle name: ____________________________________________________________

Surname: _______________________________________________________________

Date of birth: ____________________________________________________________

Gender: _________________________________________________________________

Marital status: ____________________________________________________________

(If married) First name of spouse: ____________________________________________

Middle name: ____________________________________________________________

Spouse’s date of birth: _____________________________________________________

Number of children: _______________________________________________________

Client’s employment details:

Occupation: _____________________________________________________________

Position: ________________________________________________________________

Company name: __________________________________________________________

Self employed: ___________________________________________________________

Employed: ______________________________________________________________

Duration at this occupation: _________________________________________________

Monthly income: _________________________________________________________

Monthly perks/ incentives: __________________________________________________

Details of assets:

House: _________________________________________________________________

Apartment: ______________________________________________________________

Duplex: _________________________________________________________________

Office building: __________________________________________________________

Stocks: _________________________________________________________________

Bonds: _________________________________________________________________

Government bonds: _______________________________________________________

Life insurance: ___________________________________________________________

Mutual funds: ____________________________________________________________

Cash: __________________________________________________________________

Pension fund: ____________________________________________________________

IRA/ 401(k): _____________________________________________________________

Total value of assets: ______________________________________________________

Please indicate how much money you are willing to invest:

________________________________________________________________________

Please indicate how much money you would be willing to risk:

________________________________________________________________________

Please indicate how much money you would want to make in profit:

________________________________________________________________________

Are you willing to take a risk with your investments?

________________________________________________________________________

Category: Finance Questionnaire

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