01 · Investment context

Start with your circumstances.

These inputs give the portfolio engine context before the behavioural assessment.

Market Capital available to invest Investment frequency

Risk appetite

The amount of risk you believe you are comfortable taking.

Risk capacity

The amount of risk your circumstances and behaviour indicate you can reasonably sustain.

02 · Behaviour

How do you react to uncertainty?

Choose the response from 1 to 5 that most closely reflects your normal behaviour.

1. I need to plan everything and struggle when the plan changes.1 = least like you · 5 = most like you2. I can handle unexpected changes in my day and work around them.1 = least like you · 5 = most like you3. I naturally gravitate toward adventurous, higher-intensity activities rather than relaxed activities.1 = least like you · 5 = most like you

03 · Financial risk

How does financial risk feel?

Answer instinctively rather than choosing the response you think an investor should give.

4. What do you feel when you see the word “RISK”? 5. Thinking about previous financial decisions, what do you feel when you see “FINANCIAL RISK INVOLVED”? 6. I choose my food before booking a restaurant (1), versus trying new restaurants and unfamiliar foods (5). 7. When I sit in a car, I immediately check for a seatbelt and/or airbag indicator. 8. When you drive, how much higher than the speed limit do you typically go?

04 · Capacity

Your financial comfort level.

These questions help distinguish willingness to take risk from financial familiarity and capacity.

9. Gender 10. Average annual household income (USD) 11. Comfort with the stock market1 = low comfort · 5 = high comfort 12. Comfort with investing1 = low comfort · 5 = high comfort

05 · Preferences

Where do you see long-term relevance?

Choose three sectors. These preferences complement the risk assessment rather than replacing it.

Sector 1Sector 2Sector 3

Informational tool

The Risk Profiler is provided for informational and educational purposes only. It does not constitute investment, financial, legal or tax advice and does not guarantee that any portfolio or risk classification is appropriate for you.

Start with your circumstances.

How do you react to uncertainty?

How does financial risk feel?

Your financial comfort level.

Where do you see long-term relevance?

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