Get Investor Risk Profiling Questionnaire - Philequity

Completing the Investor Risk Profiling Questionnaire is an essential step in understanding your investment risk appetite. By answering a series of thoughtful questions, this online form will assist in identifying suitable investment options tailored to your financial goals and willingness to accept risk.

Follow the steps to complete the questionnaire online:

1. Press the ‘Get Form’ button to access the questionnaire and open it in your selected viewer.
2. Begin by entering your name in the appropriate field, which helps personalize the questionnaire.
3. Proceed to respond to the first question regarding your age, selecting the relevant age range that applies to you.
4. Continue to the next question and indicate your occupation by selecting one of the provided options.
5. Next, assess your total liquid assets and choose the percentage that reflects the amount you plan on investing.
6. When prompted, clarify your primary investment goal by selecting the option that best aligns with your financial aspirations.
7. Indicate the earliest time frame within which you anticipate needing to access a significant portion of your investment assets.
8. In the subsequent section, review and select any investment products or instruments you have previously engaged with.
9. Now, assess your comfort level with investment volatility by indicating the specific level you are willing to accept.
10. Lastly, choose the threshold for an acceptable drop in the value of your investment portfolio before you would feel uncomfortable.
11. Once you have completed the questionnaire, ensure all answers are accurate before saving your changes, and you may also download, print, or share the form as needed.

Take the first step towards your investment journey by completing the questionnaire online.