Questions To Ask The Advisor For Investments

Is this investment regulated by the FSA?

Why is this investment suitable for me? Is it suitable to achieve my investment goals and risk profile?

What are the total fees to purchase, maintain, and sell this investment? Are there ways that I can reduce or avoid some of the fees that I’ll pay. After all the fees are paid, how much does this investment have to increase in value before I break even?

How will this investment make money? Will it be suitable for my tax position?

What are the risks associated with this investment?

Will I be able to cash in this investment when I need the money, how liquid is the investment?

What is the financial strength, experience and performance of this investment company?

Do you get paid by commission or fees ?

Will this investment need to be reviewed to maximise its performance, if so how often and will this incur additional costs?

How much money would I get back if I sold my investment today?

Is my capital secure?

What would happen if the investment company went bust? Are they covered by the financial services compensation scheme?

Is my investment diversified or are all of my eggs in one basket?