We think it is important to distinguish between risk (dictionary definition: the chance of loss or injury) and volatility (the tendency of an investment to fluctuate in price).  It is only by having a clear idea about your present and future financial requirements and the consequences of not having the required resources at specific times in the future that you can assess the importance of volatility and judge how much risk it represents to you.

This is always partly a subjective judgments, and since it is the most important aspect of investing, we always ask clients to think carefully about these issues.We ask everyone to complete our Risk and Return Questionnaire.

Risk & Return Questionnaire

Before making or reviewing an investment it is important to establish objectives and also parameters with regard to risk tolerance and investment return expectations. This questionnaire will assist your adviser in preparing recommendations of suitable investments for you.

Risk & Return Questionnaire

The need to establish parameters for investment.


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