SELF-ASSESSMENT MODULE
Detailed Investor Mandate
Question 1 of 34
Stage 1
Purpose & Horizon
Stage 2
Liquidity & Cash Flow
Stage 3
Financial Capacity
Stage 4
Market Uncertainty
Stage 5
Review & Governance
Section 1: Mandate & Expectations
What is the primary purpose of this investment?
There's no wrong answer — this just helps frame the conversation.
Why We Ask This
The purpose of an investment influences the time available, the need for access to money and the degree of market uncertainty that may be appropriate to discuss.
Your result is indicative, not a judgement of your financial knowledge.
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