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

  1. What is your age?
  2. What is your gender?
  1. What is your primary goal in making an investment?
  2. What percentage of this investment do you plan to spend in the next 7 years?
  3. In how many years will you withdraw all or majority of this investment?
  4. When are you planning to retire?
  5. How old are you?
  6. Which of the following statements best describes your employment situation?
  7. Which of the following statements best describes your financial situation? Please consider your regular expenses and your ability to repay outstanding loans as well as savings for retirement and emergencies.
  8. Which of the following statements best describes your investment situation? (If you don't currently have any investments, choose the response that best describes how you think you would manage your investments.)
  9. Which of the following investments best describes your attitude towards the level of risk or volatility that you are prepared to live with during the time these assets will be invested?
  10. How much of a temporary decline in the value of you investment could you tolerate? (in a per annum basis)
  11. Which of the following statements best describes your investment philosophy?

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