Risk Questionnaire

The first step of any successful investing approach is to gain a deep understanding of your ability to take risk. Only then can you design a portfolio that is appropriate for your preferences, goals and values.

Please take 15 minutes to complete our web questionnaire. This will allow your financial advisor to:

Understand your attitude to financial risk
Become familiar with your financial circumstances
Design a customized portfolio that is suitable for your risk profile

First Name *This question is required.

Last Initial *This question is required.

Risk Questionnaire - DFS