Are you currently holding any of the following investments? (multiple responses allowed)
Cash, deposits or capital protected funds
Foreign currencies
3.
How many years of experience do you have in each of the following risky investments?
Bonds or bond funds: No experience
Foreign currencies: No experience
Stock or equity funds: No experience
Warrants, futures, options or structured products: No experience
4.
In the past 12 months, have you borrowed money to make an investment (other than for your home mortgage)?
No
5.
The amount of your investments in risky assets constitutes what percentage of your liquid assets (i.e. assets excluding self-occupied property and any other outstanding financial obligations)?
10% to 25%
6.
When investing in risky investments, you have an investment horizon in mind. Currently, what time period would you expect to withdraw 20% or more of your investments?
< 1 year
7.
Investments can go up and down in value and it is possible that you may suffer a loss in your total investment. By how much could your total investments go down in any one year period before you would begin to feel uncomfortable?
0% to 5%
8.
Generally, a more risky investment may bring you either a higher profit or a higher loss. On the other hand, a less risky investment may bring you either a lower profit or a lower loss. Which of the following statements best describes your attitude towards investment risk?
My investments should be risk free. I cannot accept any fluctuation in investment value, even if the potential returns cannot compensate for inflation.
9.
Do you want to provide / update your personal and financial information for our bank record?
Font size 
