INTEGRATED FINANCIAL SERVICES
Augustine Court, St. Augustine Street, Galway

Investment Questionnaire

REPUBLIC OF IRELAND RESIDENTS ONLY
 
If you'd like us to send you some information on investments, please complete the Investment Questionnaire, to help us understand your investment parameters and your attitude to investing.
 
1. I would enjoy exploring investment opportunities for my money.(*)

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2. I would go for the best possible return even if there were risk involved.(*)

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3. How would you describe your typical attitude when making important financial decisions?(*)

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4. What amount of risk do you feel you have taken with your past financial decisions?(*)

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5. To reach my financial goal I prefer an investment which is safe and grows slowly but steadily, even if it means lower growth overall.(*)

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6. When I consider investments that have an element of risk I feel quite anxious.(*)

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7. Imagine that six months after making an investment the financial markets start to perform badly. In line with this, your own investment goes down by a significant amount. What would your reaction be?(*)

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8. I am looking for high investment growth. I am willing to accept the possibility of greater losses to achieve this.(*)

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9. If you had money to invest, how much would you be willing to place in an investment with possible high returns but a similar chance of losing some of your money?(*)

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10. How do you think that a friend who knows you well would describe your attitude to taking financial risks?(*)

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11. If you had picked an investment with potential for large gains but also the risk of large losses how would you feel:(*)

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12. Imagine that you have some money to invest and a choice of investment products, which option would you choose?(*)

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13. I would prefer small certain gains to large uncertain ones(*)

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14. When considering a major financial decision which statement BEST describes the way you think about the possible losses or the possible gains?(*)

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15. I want my investment money to be safe even if it means lower returns(*)

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PERSONAL DETAILS

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Integrated Pension and Investment Options Ltd T/A Integrated Financial Services is regulated by the Central Bank of Ireland
Company Registration No. 414795. Directors: Eamon Keaney | Conor Keaney | Attracta Keaney.