Investor Risk Profile Date of Assessment: [Survey_Response__c.Date_Survey_Received__c] Future Wealth Advisory Pty Ltd ABN37 653 684550 AFSL No. 536301 Background   This Future Wealth Advisory Risk Profile has been designed to assist your financial Adviser to assess your risk tolerance in the context of providing you with financial advice. This will assist us to understand what type of investor you are and will enable us to make recommendations that are tailored to your needs based on your goals, preferences and risk tolerance.   Your attitude to risk is a very important factor in developing an appropriate investment strategy. In theory, to achieve higher returns, you will   have to accept a higher risk of capital loss because of funds and assets that are more volatile than those producing lower returns – something called the “risk/return trade off”. It is very important that the completion of a risk profile is not seen as an administrative task to mathematically calculate an outcome.   The exercise should be seen as a starting point for a conversation between you and your Adviser on your attitudes toward risk.   Your Details   Name [Survey_Response__c.Question_1_Response__c]   Email [Survey_Response__c.Question_2_Response__c]   Mobile [Survey_Response__c.Question_3_Response__c]   Personal Risk Profile  

[Survey_Response__c.Question_4__c]
[Survey_Response__c.Question_4_Response__c]	Score
Questions/Comments	[Survey_Respons
[Survey_Response__c.Question_4_Comments__c]	e__c.Question_4_
	Weight__c]
[Survey_Response__c.Question_5__c]	Score
[Survey_Response__c.Question_5_Response__c]
	[Survey_Respons
Questions/Comments
	e__c.Question_5_
[Survey_Response__c.Question_5_Comments__c]
	Comments__c]
[Survey_Response__c.Question_6__c]	Score
[Survey_Response__c.Question_6_Response__c]
	[Survey_Respons
Questions/Comments
	e__c.Question_6_
[Survey_Response__c.Question_6_Comments__c]
	Comments__c]
[Survey_Response__c.Question_7__c]	Score
[Survey_Response__c.Question_7_Response__c]
	[Survey_Respons
Questions/Comments
	e__c.Question_7_
[Survey_Response__c.Question_7_Comments__c]
	Comments__c]
[Survey_Response__c.Question_8__c]	Score
[Survey_Response__c.Question_8_Response__c]
	[Survey_Respons
Questions/Comments
	e__c.Question_8_
[Survey_Response__c.Question_8_Comments__c]
	Comments__c]
	Total Score
Indicative Personal Risk Profile	[Survey_Res
	ponse__c.Pe
[Personal_Indicative_Risk_Profile]
	rsonal_Risk
[Personal_Indicative_Risk_Profile_Description].
	_Profile_Sco
	re__c]

  Super Risk Profile  

[Survey_Response__c.Question_9__c]	Score
[Survey_Response__c.Question_9_Response__c]
	[Survey_Respons
Questions/Comments
	e__c.Question_9_
[Survey_Response__c.Question_9_Comments__c]
	Weight__c]
[Survey_Response__c.Question_10__c]	Score
[Survey_Response__c.Question_10_Response__c]
	[Survey_Respons
Questions/Comments
	e__c.Question_10
[Survey_Response__c.Question_10_Comments__c]
	_Weight__c]
[Survey_Response__c.Question_11__c]	Score
[Survey_Response__c.Question_11_Response__c]	[Survey_Respons
Questions/Comments	e__c.Question_11
[Survey_Response__c.Question_11_Comments__c]	_Weight__c]
[Survey_Response__c.Question_12__c]	Score
[Survey_Response__c.Question_12_Response__c]	[Survey_Respons
Questions/Comments	e__c.Question_12
[Survey_Response__c.Question_12_Comments__c]	_Weight__c]
[Survey_Response__c.Question_13__c]	Score
[Survey_Response__c.Question_13_Response__c]	[Survey_Respons
Questions/Comments	e__c.Question_13
[Survey_Response__c.Question_13_Comments__c]	_Weight__c]
	Total Score
Indicative Super Risk Profile	[Survey_Res
	ponse__c.S
[Super_Indicative_Risk_Profile]
	uper_Risk_P
[Super_Indicative_Risk_Profile_Description]
	rofile_Score
	__c]

  Investment Preferences   [Survey_Response__c.Question_14__c]   [Survey_Response__c.Question_14_Response__c]   Questions/Comments   [Survey_Response__c.Question_14_Comments__c] [Survey_Response__c.Question_15__c]   [Survey_Response__c.Question_15_Response__c]   Questions/Comments   [Survey_Response__c.Question_15_Comments__c]   Risk Profile Descriptions  

		Typical
Range	Risk Profile	Ratio
		Growth /
		Defensive
	Preservation
0-6	You are a cash investor. Risk must be very low, and you are prepared to accept	0/100
	lower returns to protect your capital. The effects of inflation will not concern you,
	provided your initial investment is protected.
	Moderately Conservative
	You are a moderately conservative investor, seeking better than cash returns, but
7-10	risk must be low. Your priority remains the preservation of the majority of capital	35/65
	over the medium to long term. You may have some understanding of investment
	markets and be prepared to consider
	an allocation towards growth investments.
	Balanced
11-15	You are a balanced investor who wants a balanced portfolio to work towards	50/50
	medium to long term financial goals. You require an investment strategy which
	will cope with the effects of inflation. Calculated risks are acceptable to you.
	Growth (Assertive)
	You are a growth investor who understands the movement of investment
16-21	markets. You are most interested in maximising long term capital growth. You are	75/25
	happy to sacrifice short term safety in order to maximise potential long term
	capital growth.
	High Growth (Aggressive)
	You are a High Growth investor prepared to compromise portfolio balance to
22-25	pursue potentially higher long-term returns. Your investment choices are typically	95/5
	diverse but carry with them a higher level of risk. Security of capital is secondary
	to the potential for wealth accumulation. You have a long-term investment
	horizon.

  Acknowledgement & Acceptance   Client Declaration   I acknowledge that:   I have answered the questions in the Risk Profile questionnaire to the best of my/our knowledge.   I agree with and accept the Risk Profile recommended by the Adviser above or I acknowledge that I have requested a different risk profile from what was recommended as stated below.   I understand the concept of risk, return and asset allocation and acknowledge that the information provided is an adequate reflection of my/our attitude to investment risk and time frame   I have discussed the calculated outcome of this Investor Risk Profile with our Financial Adviser, and using that as a basis for our assessment, I have agreed to use the above selected Risk Profile. Additional Comments from the Financial Adviser:   [Survey_Response__c.Notes__c] Client Name: Date: Signature:   [Client_Name] [TodayDate] [sig|req|signer1]