As part of setting up a Managed portfolio, you complete two questionnaires. The first is about you as an investor: your attitude to risk, investing knowledge and experience, and financial circumstances. Your answers help us assess whether our Managed service is suitable for you and determine your investment style.
The second is about the Managed portfolio you want to set up: how much you plan to invest, how long you intend to invest for, and the potential gains and losses you are comfortable with.
We use both sets of answers to recommend a portfolio risk level. If you set up more than one Managed portfolio, you complete a separate portfolio questionnaire for each, because your plans for each pot of money may differ.