CMB Wing Lung

HK Time 2009/02/01 20:18

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Step 1
Account Opening
Information

Step 2
Risk Assessment

Step 3
Terms and Conditions
and Risk Disclosure

Step 4
Verification and
Confirmation

Step 5
Application
Submission

Personal and Financial Information


Are you aged 65 or above?	No	Yes

Are you visually impaired?	No	Yes

Education Level	Primary or below Secondary Matriculation/ Post Sec. University or above

Investment Objective	Capital Growth Capital Preservation Stable Income

Investment Strategy	Speculation Hedging Arbitrage Others

Maximum Investment Horizon	Year(s) (Maximum value:30)

Monthly Income (HKD)	<$8,000 $8,000 - $29,999 $30,000 - $49,999 ≥$50,000

Net Worth (HKD)	<$50,000 $50,000 - $499,999 $500,000 - $999,999 $1,000,000 - $8,000,000 >$8,000,000


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