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Attitude to risk
questionnaire


What's your risk profile?

Please answer the following questions which ask about your thoughts, attitudes and experiences when making general financial decisions and when considering your future income in particular. There are no right or wrong answers. Choose the answer that best reflects how you feel and act.

 

Once you have determined the level of risk you are comfortable with, you will then be able to choose investments that match your risk profile. If you are an existing Zurich plan member you can review your investment choices within your ZIO account, or on the ZIO App, alternatively, you should seek the support from an independent financial adviser.

 

Please Note: When you click on the Attitude to Risk Questionnaire button above you will enter an Attitude to Risk Questionnaire maintained by 360F - a third party service provider to Zurich.

You will be asked to complete a short questionnaire which will include limited personal information including your age, income and out goings. The questionnaire should take no longer than 5 minutes and you will not be asked for any personally identifiable information such as your name, date of birth, bank details, or tax details etc. The option to use the planning tools on the third-party website is entirely voluntary.

By clicking on the button to use this website, you acknowledge you are doing so entirely at your own risk, that we have no
responsibility for the content of or any consequences that may result from visiting this website.