Investment Risk Assessment Questionnaire

An investment risk assessment questionnaire is a process of assessing the risk while making investment in various different forms. This questionnaire also helps to understand what to expect from ones investment and what is the impact the investment has on the person’s financial security. Thus these types of questionnaires helps an individual to know various factors that effects the risk related matters of investment.

Sample Investment Risk Assessment Questionnaire

Name: First name: _______ Middle name: __________ Surname: _________

Address: Street address __________ City name ________ State name _________

Postal code _________

Residential Contact number: _____________ Mobile number: ________

Email id: _________________

Annual income: _______________

1. Do you agree that in order to get high return on long term investment you are ready to accept annual return that varies greatly?

a) Strongly agree

b) Agree

c) Somewhat agree

d) Disagree

2. Would you sell off your investments if you face a loss of twenty percent in your investments within one year?

a) Yes

b) Maybe

c) No

3. Do you use the returns from your investments for daily expenses?

a) Always

b) Often

c) Sometimes

d) Rarely

e) Never

4. How concerned are you about losing money from your investments?

a) Extremely concerned

b) Very concerned

c) Concerned

d) Slightly concerned

e) Not concerned at all

5. Do you agree that you have knowledge about various risks arising from investments?

a) Strongly agree

b) Agree

c) Somewhat agree

d) Disagree

6. How much interested would you be in taking risks to get higher returns on investments?

a) Very interested

b) Interested

c) Not interested at all

Category: Investment Questionnaire

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