(CGN) Ltd Investments Application form

Please ensure that ALL fields are complete before submitting your application.
We strive to respond to clients within 15 minutes, however during busy periods response times may take between 1-24 hours.

Personal Details

 
 
Contact Information
 
 
Employment & Marital Status
 
Investment Details
 
Risk Assessment Questionnaire

Risk Assessment Questionnaire

You should not use information about the past to make decisions about the future.

Please check the option that best describes how you feel about each question. If no option is exactly right for you, please choose the one that is closest.

1. How would you rate the degree of risk that you are willing to take in your financial affairs?





2. I am prepared to forego potentially large gains if it means that the value of my investment is secure.






3. Compared with other people, I am more willing to make high risk investments






4. What is more important for you in the context of investments: the risk or the potential gain?






5. What degree of risk would you say you have taken with your PAST financial decisions?






6. What degree of risk do you wish to take with your FUTURE financial decisions?






7. Have you ever borrowed money for the purpose of making an investment (other than on a mortgage)?



8 a. If NO, Would you consider borrowing money for the purpose of making an investment (other than on a mortgage) in the FUTURE?



8 b. If YES, Would you again consider borrowing money for the purpose of making an investment (other than on a mortgage) in the FUTURE?



9. On a scale of 1 to 5 where 1 is not so upset and 5 is very upset, how upset would you be if the value of your investments fell by the following amount each year?

Loss Scale
10%
20%
30%
40%
50%
50+%

Most Investors usually invest money (in a portfolio) across a spread of investments

10. What type of spread of investments would you find most appealing? (For example: Portfolio 1 with 100% low risk / low return, or Portfolio 5 with 100% high risk / high return?)

Portfolio High Risk / Return Medium Risk / Return Low Risk / Return
0% 0% 100%
10% 20% 50%
20% 70% 20%
4 50% 20% 10%
5 100% 0% 0%

11. What is the total in CURRENT premiums you pay for insurance cover? (Life insurance; medical insurance; home insurance; travel insurance etc.)

Much less than most people I know




12. If you didn’t require access to your invested capital for at least 6 years, how long would you be prepared to see your invested capital go down in value before you decided to take it out of the markets and cash it in?
I would cash it in if there was any loss in value...





13. I can tolerate the risk of large losses in my investments in order to increase the likelihood of achieving high returns






14. If my stocks and shares portfolio dropped in value by 20%, I would take that as a good time to.




15. Please indicate which investment you would prefer: Suppose you are considering investing £10,000. You are selecting ONE investment from the six possibilities shown below.

There is a 50:50 chance that the investment will decrease in value, in which case you will end up with the amount shown on the left. Likewise, there is a 50:50 chance that it will increase in value, in which case you will end up with the amount shown on the right.

For example: Investment A will always result in you ending up with your original sum of £10,000, whilst Investment F will result in you either getting back £4,000 or £42,000. As you go from A to F your expected return increases, but so does your risk.







16. The following portfolios are hypothetical and over a 10 year period.





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