Investment Designer :: A lump Sum

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Investment Designer :: A lump Sum


What level of risk would you be happy to accept?	No risk Moderate risk Balanced risk High risk

For how long would you be happy to invest your capital?	Short term 1-2 years Medium Term 2-5 years Long term 5+ years

Do you require immediate income from the investment?	Yes No

What degree of penalty free access do you require to your capital?	100% immediately 70% immediately 50% immediately

Where are you currently tax resident (Please specify)

Are you likely to be tax resident elsewhere when you make withdrawals from the plan (please specify)

Would you wish to use Synergi	Yes No

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