Managed Accounts Risk | Union Bank & Trust

UBT Managed Accounts Risk Questionnaire

What is your risk tolerance? Help us get to know you by filling out the following risk questionnaire.

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Last

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If you own a stock that goes from $25 to $35 in a short period of time, which of the following are you most likely to do?

A. Sell all of the stock and lock in the gain

B. Sell a portion of the stock

C. Do nothing

D. Buy more

Which of the following best describes you?

A. I am willing to accept a lower return to avoid the potential of large losses

B. I am willing to accept some swings in my account to potentially get a little higher return

C. I am willing to accept significant swings in my account because over the long run I expect higher returns

I would describe my knowledge of investments as:

A. None

B. Limited

C. Good

D. Extensive

Which portfolio would you be most comfortable with?

A. One with an expected 3% return, but could be anywhere from -3% to 7%

B. One with an expected 5% return, but could be anywhere from -8% to 14%

C. One with an expected 8% return, but could be anywhere from -16% to 20%

D. One with an expected 10% return but could be anywhere from -22% to 28%

Investment products: Not FDIC Insured — No Bank Guarantee — May Lose Value.