Client Risk Profile-In setting up an investment portfolio suitable for you, we will ask a series of questions
about client financial and lifestyle goals. Using this information, plus details of client current assets,
liabilities and income, we can determine what level of risk or exposure client are prepared to tolerate in
relation to fluctuations in the marketplace - and the level that makes sense for client stage in life. From
this, an appropriate mix of assets can be allocated to client investment portfolio. The questionnaire
returns a score on the basis of which you fall in either of the category Very Aggressive Investors
Aggressive Investors, High Growth Investors & Moderate. This assessment is made solely on the basis of
client financial situation and the answers selected by client.