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Risk Assessmentcharlie.nicholls2022-09-14T13:08:11+00:00

CPN Risk Evaluator

Step 1 of 5 - Introduction

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  • Introduction

    Welcome to our online risk evaluator. Please note that this tool is only eligible to be taken by clients of CPN. To complete your evaluation, you simply answer a series of questions that are designed to ascertain what your attitude towards risk should be, such as your willingness to take risk, your attitude towards investing and your financial decisiveness.

    Once we have built up a complete picture of your Risk Profile, we assimilate your answers into a report which your adviser will go through with you in your next appointment.

    Are you ready to get started? Click the Start button below.

  • Just a few details before we begin...

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  • To proceed, please enter your full name.
  • Please choose your CPN adviser from the dropdown below
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    This will populate based on the link provided and cannot be changed.

  • Investing experience

    The below questions are to help us understand how much experience you have with investing. All questions are optional, you do not have to answer any if you don't want to.
  • If you would like to make any other comment about your previous experience, education or profession which you feel may be relevant to your investment knowledge or experience, please do so here.

  • Assessing your attitude to risk

    Answer the questions below to assess your attitude to risk. Please answer each question as honestly as you can.

  • Capacity for loss

    As well as your attitude to risk, we must understand your capacity for loss should the markets fall.
  • If you are not planning to take an income from this investment, please answer Not important at all
  • This field is for validation purposes and should be left unchanged.

Regulatory Information

CPN is a trading style of CPN Investment Management LLP, CPN Financial Services Limited, CPN Private Wealth Limited and CPN & Partners Limited.

CPN Investment Management LLP (OC372035) is authorised and regulated by the Financial Conduct Authority (FCA) No. 579506. CPN Investment Management LLP is registered with the London Stock Exchange and has a LEI number of 213800CDWDK4DEKCG515.

CPN Financial Services Limited (09935963), CPN Private Wealth Limited (14243372) and CPN & Partners Limited (14974647) are all appointed representatives of CPN Investment Management LLP and are entered on the financial services register under references 731205, 979410 and 999363 respectively.

All companies are registered in England and Wales and have registered offices at All Saints Church, West Pallant, Chichester, PO19 1TD.

With investment comes risk, markets can fall as well as rise and you may get back less than the original capital you invested.

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