Acme Inc.

Investor Assessment and Risk Tolerance Survey

  1. Instructions

    1. Instructions

  2. General Information

    1. *Full Name

    2. *Date of Birth

    3. Phone Number

    4. Email Address

    5. *Occupation

    6. Marital Status

    7. Dependents (if any)

  3. Investment Experience

    1. How long have you been investing?

    2. Types of investments you’ve made in the past (if any)

    3. *How often do or would you trade or invest?

  4. Investment Goals

    1. *What is the primary purpose of your investments?

    2. *What is your investment attitude?

    3. *What is your target investment time horizon?

    4. *What is your annual return expectation (%)?

    5. Do you have any liquidity needs (requirement to withdraw cash) in the near future?

  5. Risk Tolerance

    1. How would you describe your risk tolerance?

    2. *What would you do if your portfolio lost 20% in a market downturn?

    3. *How much of your portfolio are you comfortable losing in a worst-case scenario?

  6. Financial Overview

    1. *Current Annual Income

    2. *Net Worth (excluding primary residence)

    3. *Liquid Assets (cash, stocks, bonds, etc.)

    4. *Debt-to-Income Ratio

  7. Investment Preferences

    1. *Preferred Investment Types

    2. *Investment Platforms Used

    3. *Do you have a preference for ESG (Environmental, Social, Governance) investments?

    4. *Are you open to alternative investments? (e.g., art, wine, collectibles)

  8. Regulatory and Legal Considerations

    1. *Are you an accredited investor as per SEC regulations?

    2. Are you subject to any investment restrictions due to employment or regulatory reasons?

    3. Do you have any ongoing legal or financial issues that could affect your investment decisions?

  9. Investor Preferences

    1. *Preferred method of communication

    2. *Frequency of portfolio updates

    3. *Are you interested in receiving personalized investment advice?

Investor Assessment and Risk Tolerance Survey


Investor Assessment and Risk Tolerance Survey

Acme Inc.



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    Instructions

    Thank you for taking the time out to fill this questionnaire. This questionnaire covers the essential aspects of your financial background, goals, risk tolerance, and other preferences.



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    *Response requiredFull Name

    *Response requiredDate of Birth

    Phone Number

    +31

    *Response requiredOccupation

    Marital Status

    Dependents (if any)

    How long have you been investing?

    • I've never invested before

    • Less than 1 year

    • 1–5 years

    • 5–10 years

    • More than 10 years

    Types of investments you’ve made in the past (if any)

    • Stocks

    • Bonds

    • Real Estate

    • Mutual Funds

    • ETFs

    • Cryptocurrency

    • Startups/Venture Capital

    *Response requiredHow often do or would you trade or invest?

    • Daily

    • Weekly

    • Monthly

    • Rarely (less than once a month)

    *Response requiredWhat is the primary purpose of your investments?

    • Retirement

    • Wealth accumulation

    • Education funding

    • Saving for a specific purchase (e.g., home)

    • Diversification

    *Response requiredWhat is your investment attitude?

    • Conservative (minimal risk, lower returns)

    • Moderate (balanced risk, balanced returns)

    • Aggressive (high risk, higher returns)

    *Response requiredWhat is your target investment time horizon?

    • Short-term (less than 3 years)

    • Medium-term (3–10 years)

    • Long-term (10+ years)

    *Response requiredWhat is your annual return expectation (%)?

    • 0–5%

    • 6–10%

    • 11–15%

    • 16% or higher

    Do you have any liquidity needs (requirement to withdraw cash) in the near future?

    If yes, please specify amount and timing.

    How would you describe your risk tolerance?

    • Conservative (minimal risk, lower returns)

    • Moderate (balanced risk, balanced returns)

    • Aggressive (high risk, higher returns)

    *Response requiredWhat would you do if your portfolio lost 20% in a market downturn?

    • Sell all or part of your investments

    • Hold and wait for recovery

    • Invest more to take advantage of lower prices

    *Response requiredHow much of your portfolio are you comfortable losing in a worst-case scenario?

    • 0% (no loss)

    • 10%

    • 25%

    • 50% or more

    *Response requiredCurrent Annual Income

    • Less than $50,000

    • $50,000–$100,000

    • $100,000–$250,000

    • $250,000 or more

    *Response requiredNet Worth (excluding primary residence)

    • Less than $100,000

    • $100,000–$500,000

    • $500,000–$1 million

    • More than $1 million

    *Response requiredLiquid Assets (cash, stocks, bonds, etc.)

    • Less than $50,000

    • $50,000–$200,000

    • $200,000–$500,000

    • More than $500,000

    *Response requiredDebt-to-Income Ratio

    • 0–10%

    • 10–30%

    • 30–50%

    • More than 50%

    *Response requiredPreferred Investment Types

    • Equities (stocks)

    • Fixed Income (bonds)

    • Real Estate

    • Commodities

    • Hedge Funds

    • Startups

    • Cryptocurrencies

    *Response requiredInvestment Platforms Used

    • Brokerage Firms (e.g., Fidelity, Charles Schwab)

    • Robo-advisors (e.g., Wealthfront, Betterment)

    • Cryptocurrency Exchanges (e.g., Coinbase, Binance)

    • Private Equity Firms

    *Response requiredDo you have a preference for ESG (Environmental, Social, Governance) investments?

    • Yes

    • No

    • Indifferent

    *Response requiredAre you open to alternative investments? (e.g., art, wine, collectibles)

    • Yes

    • No

    *Response requiredAre you an accredited investor as per SEC regulations?

    • Yes

    • No

    Are you subject to any investment restrictions due to employment or regulatory reasons?

    Do you have any ongoing legal or financial issues that could affect your investment decisions?

    *Response requiredPreferred method of communication

    • Phone

    • Email

    • In-person meetings

    *Response requiredFrequency of portfolio updates

    • Weekly

    • Monthly

    • Quarterly

    • Annually

    *Response requiredAre you interested in receiving personalized investment advice?

    • Yes

    • No