OP TEST

Your details should be shown in the box below. If not, please do complete the form but also get in touch with us here to let us know.

First Name

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Last Name

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Let's get started! First, some general background questions:

Date of birth

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If you are still working, in which year do you expect to stop?

Income tax band

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Do you pay CGT...

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A few questions on your investments and income goals:

My main concern is:

Investment time horizon

I plan to start taking income in:

Summary of current investments

Are you worried about the quality of your investments, or changes to the capital value?

I'm concerned about the quality of my investments

I'm concerned about changes in capital value

Lastly, which of these is your biggest concern?

Understanding my attitude to risk, and matching this with appropriate funds

Knowing if my funds are any good today

Knowing how to review funds in the future, and when to switch

Where to invest new money

Volatility of the capital value, and fear of large losses