Investor Experience Please enable JavaScript in your browser to complete this form.Name *FirstLastWhen it comes to your experience and understanding of investing, how would you describe yourself? *No understanding / knowledgeVery little understanding / knowledgeA fair degree of understanding / knowledgeA high level of understanding / knowledgeDo you understand how Current Accounts, Savings/Deposit Accounts, Cash ISA, National Savings and Investments work and do you know the risks associated with them? *No understanding / knowledgeVery little understanding / knowledgeA fair degree of understanding / knowledgeA high level of understanding / knowledgeDo you understand how Unit Trusts and General Investment Accounts work and do you know the risks associated with them? *No understanding / knowledgeVery little understanding / knowledgeA fair degree of understanding / knowledgeA high level of understanding / knowledgeDo you understand how stocks and shares work and do you know the risks associated with them? *No understanding / knowledgeVery little understanding / knowledgeA fair degree of understanding / knowledgeA high level of understanding / knowledgeDo you understand how Enterprise Investment Schemes and Venture Capital Trusts work and do you know the risks associated with them? *No understanding / knowledgeVery little understanding / knowledgeA fair degree of understanding / knowledgeA high level of understanding / knowledgeDo you understand how pension planning and income in retirement works and do you know the risks associated with them? *No understanding / knowledgeVery little understanding / knowledgeA fair degree of understanding / knowledgeA high level of understanding / knowledgeHave you invested in Current Accounts, Savings/Deposit Accounts, Cash ISA, National Savings and Investments within the last 5 years? *NoYes, through a financial adviser Yes, by myselfYes, both through a financial adviser and by myselfHave you invested in Unit Trusts and General Investment Accounts within the last 5 years? *NoYes, through a financial adviser Yes, by myselfYes, both through a financial adviser and by myselfHave you invested in stocks and shares within the last 5 years? *NoYes, through a financial adviser Yes, by myselfYes, both through a financial adviser and by myselfHave you invested in Enterprise Investment Schemes and Venture Capital Trusts within the last 5 years? *NoYes, through a financial adviser Yes, by myselfYes, both through a financial adviser and by myselfHave you invested in pension planning and income in retirement products within the last 5 years? *NoYes, through a financial adviser Yes, by myselfYes, both through a financial adviser and by myselfDo you check the valuation of your investment and retirement portfolio on an annual basis? *NoYes, through a financial adviser Yes, by myselfYes, both through a financial adviser and by myselfPhoneI'm Satisfied with my answers and have finished
