Tell us about yourself
To help us make sure your Investment Plan is truly personalised, we ask you a series of questions online.
It’s important that we get this right so we ask you to set aside some time to do this. It should take around 30 minutes. We’ll ask you about:
• Your investment goals
• Your finances
• How you feel about taking risk
• If you have used your annual ISA allowance.
At least once a year we’ll ask you to repeat these steps so that we can make sure you’re always invested in a way that’s right for you. If your circumstances change you can also do this online at any time.