During the advice process, an understanding of the differing risks your clients are prepared to take with their investments is the starting point for any discussion around investment strategy.
Asset allocation output
This questionnaire provides asset allocation output rather than a suggested list of funds. This provides guidance over what to invest in, but is not prescriptive.
Term adjusted outputs
Results differ according to the term of the investment, so whilst there are 5 levels of risk there are in fact 15 outcomes, as 3 time horizons are taken into account.
The questionnaire can be tailored by you for your clients, and then printed or emailed to them.