top of page
Whiskey Bottles
Investor Suitability & Whisky Profile Questionnaire

DRAM Syndicate 2026

Write a Title Here

The purpose of this questionnaire is to help us understand whether the DRAM Syndicate 2026 is suitable for you, and to ensure any opportunities we share are aligned with your investment goals, risk appetite, and interest in whisky.

Personal & Residency Information

2. Investor Classification & Experience


Which best describes your current investment experience?
Beginner – limited investment experience
Intermediate – some experience across different assets
Experienced – regular investor with strong financial knowledge
Which types of investments do you currently hold or have held? (Select all that apply)
Approximately how long have you been investing?
I haven't invested before
Less than 2 years
2–5 years
5–10 years
10+ years

Whisky Knowledge & Interest

How would you describe your knowledge of whisky?
Beginner – enjoy whisky but limited technical knowledge
Enthusiast – good understanding of styles, regions, and brands
Collector / connoisseur – deep knowledge and active involvement
Do you currently own whisky?
Have you previously invested in whisky (casks or bottles)?
If yes, roughly how much have you invested in whisky to date?
Under £10,000
£10,000–£25,000
£25,000–£50,000
£50,000+
What styles of whisky do you prefer? (Select all that apply)

Investment Objectives & Time Horizon

What is your primary motivation for investing?
Capital growth
Portfolio diversification
Passion-driven investing
Long-term wealth preservation
Combination of the above
What is your preferred investment time horizon?
1–3 years
3–5 years
5–10 years
10+ years
How important is liquidity to you?
Very important – I may need access to funds quickly
Moderately important
Not important – comfortable locking capital long term

Risk Appetite & Attitude

How would you describe your attitude to investment risk?
Low – I prioritise capital preservation
Medium – comfortable with some volatility
High – willing to accept higher risk for higher returns
How would you feel if the value of your investment fluctuated or underperformed in the short term?
Very uncomfortable
Somewhat uncomfortable
Comfortable
Completely comfortable
Are you comfortable investing in illiquid assets where returns are not guaranteed?
Yes
No
Unsure

Investment Budget & Commitment

What level of capital would you be comfortable allocating to a whisky investment syndicate?
£0-£10,000
£10,000–£25,000
£25,000–£50,000
£50,000–£100,000
£100,000+
Would this investment represent a significant portion of your overall wealth?
Yes
No
Are you looking to make:
A one-off investment
Ongoing or repeat investments
Undecided

Engagement & Preferences

How involved would you like to be with your investment?
Hands-off – trust the experts
Moderate involvement – regular updates
Option 3Highly involved – education, tastings, insight
Would you be interested in: (Select all that apply)

Final Questions & Declarations

bottom of page