Strategic Investor

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Question 1
Assume your investments do not increase in value. Within how many years do you plan to withdraw at least 20% of all your investments for your expenses or other needs?
A. Less than 2 years
B. More than 2 but less than 5 years
C. More than 5 but less than 7 years
D. More than 7 but less than 10 years
E. More than 10 years

Question 2
What is the current value of your long-term investments? Please include your Personal & Employer Pensions and your Individual Savings Accounts (ISAs).
A. Less than £25,000
B. £25,000 to £49,999
C. £50,000 to £99,999
D. £100,000 to £249,000
E. £250,00 or more

Question 3
What is your total annual income after the deduction of taxes?
A. Less thank £50,000
B. £50,000 to £74,999
C. £75,000 to £99,999
D. £100,000 to £199,999
E. £200,000 or more

Question 4
What is the worst twelve-month unrealized percentage loss you would tolerate for your long-term investments?
A. -35%
B. -27%
C. -19%
D. -9%
E. Zero; any loss is unacceptable to me

Question 5
How would you rate your knowledge about investing in general and more specifically, the relationship between risk, return, and time?
A. Significantly below average
B. Below average
C. Average
D. Above average
E. Expert

Question 6
Please select your age.
A. Under 40
B. 40 - 49
C. 50 - 59
D. 60 - 69
E. 70 - 79
F. 80 or over