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Health Attitude to Risk

QUESTIONNAIRE

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Please take a moment to answer the following questions as they allow us to deliver appropriate recommendations in line with your lifestyle and needs whilst meeting our regulatory obligations. 

 

It is vitally important you engage at this stage to allow for a targeted approach to analysis and research.

 

Your responses will allow us to complete our holistic service and ensure suitability of advice.

 

The questions are based around personal and financial health and should take you only 1 minute to complete to answer all questions.

We will ask you some simple questions about your current situation. This is to make sure that when we originally set up your investment, it is still the right product for your circumstances. You do not need any additional information to complete the assessment and it will only take a few minutes.

Complete our Questions

1. Do you have a clean bill of health? Required
2. Are you aware of ANY health conditions in your family’s history? Required
5. Are you financially responsible for anyone other than yourself? *Tick all that apply Required
6. Do you have Cover in place to protect against or provide towards? *Tick all that apply Required
7. Is it important to you to get access to appropriate health care quickly? Required

8. On a scale of 1 – 10, [1 is very happy/comfortable], [10 is very worried/concerned], how do you feel about;

9. On a scale of 1 – 10, [1 is very happy/comfortable], [10 is very worried/concerned], if you could NOT work due to ill-health, how would you feel about the following

Thanks for submitting!

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