So you want to customise your investment approach? The Investment Preferences form allows you to tell us about your past experience and any specific requirements you have for your portfolio.
What’s covered in preferences?
This form helps your adviser understand your “investment personality” beyond just your risk profile. It includes:
- Investment Experience: Your level of knowledge and history with different asset classes.
- Ethical & ESG Preferences: Whether you want to avoid certain industries or prioritise sustainable investments.
- Liquidity Needs: How quickly you might need access to your cash.
- Control: How much involvement you want in the day-to-day investment decisions.
How to complete the form
- Go to Investment Preferences.
- Reflect on your values: If ethical investing is important to you, be specific about which areas matter most (e.g., climate change, social impact).
- Be honest about experience: There’s no shame in being a beginner. We use this to ensure our communication and recommendations are at the right level for you.
- Save your changes: Your preferences will be used by your adviser when drafting your strategy.
Why this matters
Your preferences ensure your portfolio isn’t just “technically correct” but also “personally right” for you. It helps avoid investments that you might be uncomfortable with for non-financial reasons.