Client Profile Questionnaire
This questionnaire helps you determine your personal investment style. It measures your investment time frame, stage of life, financial situation, priorities and goals. There are no right or wrong answers --- just what's right for you.
It is intended to provide general guidance and should not be treated as a specific advice. While your representative or consultant may provide you with factual information, you should make your fund allocation based on your own judgment and personal circumstances.
Created by: Van Joseph Capili