Metis Ireland Getting to Know You Form "*" indicates required fields Step 1 of 3 33% Personal InformationForename* Surname* Address Line 1* Address Line 2 Address Line 3 Eircode County*Please chooseAntrimArmaghCarlowCavanClareCorkDerryDonegalDownDublinFermanaghGalwayKerryKildareKilkennyLaoisLeitrimLimerickLongfordLouthMayoMeathMonaghanOffalyRoscommonSligoTipperaryTyroneWaterfordWestmeathWexfordWicklowOutside IrelandCountryAfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaRéunionSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland IslandsDate of Birth*Day12345678910111213141516171819202122232425262728293031Month123456789101112Year20262025202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Email Address* Mobile*Phone*What is your occupation?* Preferred method of contact* Telephone Email Post Relationship Status*SingleMarriedCohabitingEngagedCivil UnionWidowedSeparatedDivorcedIt's complicatedWhere did you hear about Metis Ireland?*Please chooseReferral from existing ClientReferral from an employeeCompany Pension SchemeFacebookTwitterLinkedinInstagramNewspaperNewsletterGoogle SearchRecent EventOtherNewspaper Name* Metis Ireland Client Name* Metis Ireland Employee Name* Metis Ireland Event Name* Tell us how you heard about us* Your Employment Status* Employed Self Employed Company Director Retired Other Employer's Name* Business Name* Company Name* Shareholding %* Gross Annual Earnings*Have you smoked within the last 12 months? Note: this includes any form of e-cigarette** Yes No Financial Planning Action Points: Your PrioritiesPriority One Priority Two Priority Three Investment Risk Questionnaire1. I would enjoy exploring investment opportunities for my money.* I strongly agree with this statement I tend to agree with this statement In between I tend to disagree with this statement I strongly disagree with this statement 2. I would go for the best possible return even if there were risk involved.* Always Usually Sometimes Rarely Never 3. How would you describe your typical attitude when making important financial decisions?* Very adventurous Fairly adventurous Average Fairly cautious Very cautious 4. What amount of risk do you feel you have taken with your past financial decisions?* Very large Large Medium Small Very Small 5. To reach my financial goal I prefer an investment which is safe and grows slowly but steadily, even if it means lower growth overall.* I strongly agree with this statement I tend to agree with this statement In between I tend to disagree with this statement I strongly disagree with this statement 6. When I consider investments that have an element of risk I feel quite anxious.* I strongly agree with this statement I tend to agree with this statement In between I tend to disagree with this statement I strongly disagree with this statement 7. Imagine that six months after making an investment the financial markets start to perform badly. In line with this, your own investment goes down by a significant amount. What would your reaction be?* Withdraw your money and put it in a savings account to prevent any further losses Transfer your money to a more secure investment product to reduce the risk of further losses Monitor the investment and wait to see if it improves Invest more funds to take advantage of the lower price, expecting future growth 8. I am looking for high investment growth. I am willing to accept the possibility of greater losses to achieve this.* I strongly agree with this statement I tend to agree with this statement In between I tend to disagree with this statement I strongly disagree with this statement 9. If you had money to invest, how much would you be willing to place in an investment with possible high returns but a similar chance of losing some of your money?* All of it More than half Half Less than half Very little, if any 10. How do you think that a friend who knows you well would describe your attitude to taking financial risks?* Daring Sometimes daring A thoughtful risk taker Careful Very cautious and risk averse 11. If you had picked an investment with potential for large gains but also the risk of large losses how would you feel:* Panicked and very uncomfortable Quite uneasy A little concerned Accepting of the possible highs and lows Excited by the potential for gain 12. Imagine that you have some money to invest and a choice of investment products, which option would you choose?* A product with a low average annual return but almost no risk of loss of the initial investment A product with a higher average annual return but some risk of losing part of the initial investment A mixture of the two products above 13. I would prefer small certain gains to large uncertain ones.* I strongly agree with this statement I tend to agree with this statement In between I tend to disagree with this statement I strongly disagree with this statement 14. When considering a major financial decision which statement BEST describes the way you think about the possible losses or the possible gains?* I’m excited about the possible gains I’m optimistic about possible gains I think about both the possible gains and losses I am conscious of the possible losses I worry about the possible losses 15. I want my investment money to be safe even if it means lower returns. I strongly agree with this statement I tend to agree with this statement In between I tend to disagree with this statement I strongly disagree with this statement Direct Marketing We would like to keep you informed of various Pension, Insurance, Investment and any other services provided by us or Associated Companies with which we have a formal business arrangement, and which we think may be of interest to you. If you do wish to receive such marketing information you can opt in in the client declaration below. Client Acknowledgement & DeclarationDisclaimer Metis Ireland specialises in financial planning, focusing on our clients lifestyle and financial goals. Our primary service involves working closely with our clients to create a personalised financial plan known as the Metis LifePlan. Please tick this box to confirm that you understand you are engaging in a service with us that does not include the Metis LifePlan. 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