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| Equity Invest ethical questionnaire |
| If we are to have true integrity when investing,
we must first of all try to understand our motivations as well as
our desired results. Sometimes that means asking some difficult questions
about our values and priorities. As this can vary so much from individual
to individual, we have developed a short questionnaire for your consideration.
This questionnaire has been designed to help you focus your thoughts
on relevant ethical issues and will also help us to give you appropriate
advice in due course. |
| Investing with any criteria will inevitably restrict
the potential market available to you. As a general rule, the more
ethical criteria introduced into the portfolio, the higher the risk.
Nevertheless, our experience at Equity Invest has shown that added
risk does not necessarily translate into poorer performance. It does,
however, lead to a greater need for professional, qualified advice. |
| To find out if your personal ethical criteria matches
your preferred risk profile, simply complete and submit our questionnaire
for a free evaluation: |
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