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Risk Profile Analysis
1. What is your current age?
 Under 30
 Under 40
 Under 50
 Under 60
 Over 60
2. How many dependents do you support with your income?
 None
 1 Dependent
 2 Dependent
 3+Dependent
3. Employment Status?
 Retired or Unemployed
 Self Employed
 Employed by a company
4. Total Monthly Earnings?
 R0 to R5000
 R5000 to R10000
 R10000 to R20000
 R20000+
5. Net Worth? If you sold everything & paid all the debt, what would be left?
 R0 to R50000
 R50000 to R100000
 R100000+
6. How would you rate your health?
 Excellent
 Average
 Poor
7. Are you a Short Term, Medium Term or Long Term Investor?
 Less than 5 years
 About 5 years
 Longer than 5 years
8. Which characteristic bests describes your attitude towards investments?
 I want to protect what I have at all costs even if my investments grow very slowly
 I prefer stable, predictable investments
 I like some risk, putting my eggs in different baskets for above average returns
 I will do whatever it takes to get the best possible return on investment
9. What is your experience level when it comes to investments?
 I am an experienced investor
 I know more or less how investments work
 I don’t really understand how investments work
 I know nothing about investing
10. How much money have you currently got invested in total?
 Under R10000
 R10000 to R20000
 R20000 to R100000
 R100000+
11. Regarding your current investments, which statement described you best?
 I have never invested before
 I don’t track the growth of my investments
 I track the performance of my investments regularly
 I actively manage my different investment portfolios
12. Do you think that you have enough emergency money for most foreseeable emergencies?
 Yes
 Not sure
 No
13. Do you think that your salary or regular income will
 Grow faster than inflation every year
 Grow in line with inflation every year
 Grow slower than inflation every year
14. What portion of your investment are you prepared to lose in order to make money?
 I would prefer not to lose any money
 I would prefer to not lose more than 10% if things go wrong
 I would prefer to not lose more than 25% if things go wrong
 I would prefer to not lose more than 50% if things go wrong
15. Which type of investment would you feel most comfortable with currently?
 Fixed deposits
 Government Bonds
 Local equities on the JSE
 Specialist & Offshore equities