Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
4. Designation :
5. Educational qualification:
6. Approximate income before taxes, from all the sources. Please tick your own income and total
household income (annually):
8. Do you expect to have large cash needs in the future that would tap into a significant
part of your present assets? (e.g. buying a house, starting a business, paying for retirement
etc.)
No, I do not expect large cash needs
Yes I do, earliest in more than 15 years
Yes I do, earliest in 11-15 years
Yes I do, earliest in 6-10 years
Yes I d o, within the next 5 years
10. Compared to others, how do you rate your willingness to take financial risks?
Extremely low risk taker. Very low risk taker Low risk
taker.
Average risk taker. High risk taker.
Very high risk taker. Extremely high risk taker.
12. Have you ever invested a large sum in a risky investment mainly for the ‘thrill’ of
seeing whether it went up or down in value?
No. Yes, very rarely. Yes, somewhat rarely.
Yes, somewhat frequently. Yes, very frequently.
Generating some current income and growing assets over an extended time frame
2. How do you expect your standard of living five years from now to compare to your
standard of living today?
3. Five years from today, you expect your portfolio value to be:
Portfolio value is not my primary concern; I am more concerned with current income
5. With the income generated from your portfolio, you plan to:
Use it for living expenses Use some and reinvest some Reinvest all income
Please select one of the portfolios where you find your risk spread return percentage listed
below.
Spread of Investments in Portfolio
Portfolio High Medium Low Risk/Return Tick one portfolio
Risk/Return Risk/Return
1 0% 0% 100%
2 10% 40% 50%
3 30% 40% 30%
4 70% 30% 0%
5 100% 0% 0%
(For example, shares and property would be high risk/high return whereas cash and term
deposits would be low risk/low return.)
3. In recent years, how have your personal investments changed?
Always toward lower risk.
Mostly toward lower risk.
No changes or changes with no clear direction.
Mostly toward higher risk.
Always toward higher risk.
4. Think of the average rate of return you would expect to earn on an investment portfolio
over the next ten years. How does this compare with what you think you would earn if you
invested the money in term deposits?
About the same rate as from term deposits.
About one and a half times the rate from term deposits.
About twice the rate from term deposits.
About two and a half times the rate from term deposits.
About three times the rate from term deposits.
More than three times the rate from term deposits.
Signature