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What is your date of birth?	What is your nationality? *
What is your country of residence?	Occupation

Retirement Details

Retirement Date When are you planning to retire?	Retirement Destination Which country are you planning to retire in?
How much do you propose to invest as a single lump sum?

How much will you be investing on a regular monthly basis?

When is this money needed, or how long would this investment be held for? This time period is very important in the overall assessment process.
Which statement best describes the objectives for this investment?
Suppose at the beginning of the year you have €100,000 invested. Outlined below is the performance of 5 different hypothetical investments. Which scenario would you feel most comfortable accepting? Each portfoliio gives a range of possible values at the end of the same year.
Do you have an emergency fund to provide for unexpected expenses, so as to avoid drawing on medium to long term savings to meet immediate needs? This fund should be equal to at least three months after-tax income.
What is your expectation of future earnings over the next five years?
What level of fall in the value of this portfolio over a one-year period would cause you concern, bearing in mind that equity investment requires a long term view?
Suppose one year ago you invested €100,000 in a portfolio. The market value has gone down during the period and the investment is worth €87,000. What action are you most likely to take?
What percentage of your total assets (excluding your home) would this particular investment represent?
Which statement most closely reflects your current financial situation?
You are more concerned that this investment grows faster than inflation than about returns over any one-year period.
If you could increase the chances of improving the returns by investing in more volatile assets would you be:

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About AXIS

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