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The 17 question risk questionnaire is similar to our 10 question risk questionnaire , with additional risk measures.
The 17 question investment risk questionnaire was produced by Oxford Risk Research and Analysis (ORRA). ORRA are an independent company, linked to the University of Oxford. They are leading experts in the field of risk and analysis, dedicated to the practical application of knowledge in risk and risk behaviour.
The 17 question risk questionnaire:
Note: Risk questionnaires are not suitable for use with clients who are unwilling to take any investment risk.
You must log in to start using the questionnaire online, and to download a PDF of the questionnaire for your client to complete offline.
You can either complete the questionnaire online with your client, or download it in a PDF format and send a blank paper version for your client to complete in advance of your investment risk conversation.
The output of the questionnaire will not be saved online. If you wish to keep a copy, you should save it to your PC.
All of the output categories produced by the questionnaire assume that the client is willing to take at least some investment risk.
If a client falls into the lowest risk category, it is therefore necessary for the subsequent conversation to assess whether or not investing is appropriate for them, or whether they would be more comfortable to not invest their money.
This tool or its output do not provide investment advice.
The questionnaire is not a replacement for a conversation with your client about investment risk.
You will need to accept the terms and conditions of the Tool which underpins the questionnaire.
You can find answers to a wide range of popular policy, product and servicing questions in our help and support section.
Issued by a member of abrdn group, which comprises abrdn plc and its subsidiaries.
This website is provided by Standard Life Savings Limited. It describes products and services provided by the abrdn Group (including Standard Life Savings Limited and Elevate Portfolio Services Limited) and the Phoenix Group (including Standard Life Assurance Limited, Standard Life Trustee Company Limited and Standard Life International dac).
The abrdn Group comprises abrdn plc (SC286832) and its subsidiaries. The Phoenix Group comprises Phoenix Group Holdings plc (11606773) and its subsidiaries.
Full product and service provider details are described in the legal information notice.
Wrap Platform, Wrap Personal Portfolio, Wrap ISA and FundZone Platform are all provided by Standard Life Savings Limited, which is part of the abrdn Group.
Standard Life Savings Limited is registered in Scotland (SC180203) at 1 George Street, Edinburgh, United Kingdom, EH2 2LL. Standard Life Savings Limited is authorised and regulated by the Financial Conduct Authority.
Please see your terms and conditions for more information on the use of the Wrap platform.
Wrap SIPP and Wrap Onshore Bond are both provided by Standard Life Assurance Limited, which is part of the Phoenix Group. Standard Life Assurance Limited is registered in Scotland (SC286833) at Standard Life House, 30 Lothian Road, Edinburgh, EH1 2DH. Standard Life Assurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
Wrap Offshore Bond is provided by Standard Life International dac, which is part of the Phoenix Group. Standard Life International dac is a designated activity company limited by shares and registered in Dublin, Ireland (408507) at 90 St Stephen’s Green, Dublin. Standard Life International dac is authorised and regulated by the Central Bank of Ireland and subject to limited regulation in the UK by the Financial Regulation Authority. Details about the extent of its regulation by the Financial Conduct Authority are available on request.
The Elevate platform, Elevate ISA, Elevate GIA and Elevate PIA are provided by Elevate Portfolio Services Limited, which is part of the abrdn Group.
Elevate Portfolio Services Limited is registered in England (01128611) at Bow Bells House, 1 Bread Street, London, EC4M 9HH. Elevate Portfolio Services Limited is authorised and regulated by the Financial Conduct Authority.
Please see your terms and conditions for more information on the use of the Elevate platform.
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abrdn plc is registered in Scotland (SC286832) at 1 George Street, Edinburgh, EH2 2LL