Investment Questionnaire

Complete the following questionnaire completing all questions. You will have an indication of your risk profile. Results are indicative. Consult our certified financial consultants for more information on products that could suit your needs and preferences.

 

Question 1

Have you ever invested part or all of your cash holdings ?

A. No, I do not wish to undertake any investment risk.

B. I have never invested any amount in mutual funds, but I wish to do so in the future.

C. I have invested a small amount of my wealth in mutual funds. My purpose is long term appreciation.

D. I have invested a significant amount of my wealth in mutual funds. My purpose is to diversify my assets and long term appreciation.

E. I have experience in financial markets and I have invested in equity mutual funds.


Question 2

What is the worst return that you could tolerate from your investment ?

A. I cannot bear any negative return.

B. I could endure a return up to -10%.

C. I could endure a return up to -20%.

D. I could endure a return up to -30%.

E. I could handle losses bigger than -30% since I understand that the greater the risk the greater the potential returns.

 


Question 3

What is your opinion on an investment that is volatile in nature, but can lead to potentially higher long term returns ?

A. Tempting.

B. Interesting.

C. Rather dangerous.

D. Not suitable for me.


Question 4

Which of the following best describes your knowledge on investments ?

A. I don't know anything on investments and related products.

B. I know little on investments and related products, but I could use some help to identify what is suitable for me.

C. I am fully aware of investments and related products and if helped by a professional I could make my own investment decisions.

D. I am fully aware of investments and related products and I am sufficiently informed to make my own investment decisions.


Question 5

What best describes your stance towards investment risk ?

A. I don't want any kind of investment risk for my wealth, even if that minimizes my chances for real return.

B. I could bear some investment risk if there is a possibility of a good performance for my wealth.

C. I could bear enough investment risk to make my wealth gain superior performance.

D. I don't mind on taking investment risk since I understand that risk and return are inextricably linked.


Question 6

How would you behave in case you experienced volatile and negative returns in your investment ?

A. I would redeem right away.

B. I would switch my investment to a fund of a less volatile asset class .

C. I would keep my position since I have a long term investment horizon.

D. I would increase my position to lower the cost of my investment.


Question 7

According to your investment preferences, what would a satisfactory 5 year performance for your funds ?

A. up to 10%.

B. 10%-20%.

C. 20%-30%.

D. Above 30%.


Question 8

What is your primary investment scope ?

A. Capital protection from inflation.

B. Income generation .

C. A combination of income and captial appreciation.

D. Capital appreciation.


Question 9

What is your investment horizon ?

A. 6-12 months .

B. 1-2 years.

C. 2-3 years.

D. More than 3 years.


Question 10

Do you have any scheduled obligations that will force you to have (part of) your investment liquidated during the next 12 months ?

A. Yes. It amounts to almost 80% of the investment value.

B. Yes. It amounts to almost half of the investment value.

C. Yes. It amounts to almost 20% of the investment value.

D. No, I will be needing no cash from this investment.

 





Score:


Investor profiles : Identify the investor profile by score :

 

Income Investor: having total score up to 39.

Balanced Investor: having total score ranging between 40-69.

Aggressive Investor: having total score above 70.

 

 

Score table:


1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

A=1

A=2

A=9

A=2

A=1

A=1

A=1

A=3

A=3

A=1

B=4

B=4

B=7

B=6

B=4

B=3

B=3

B=6

B=5

B=3

C=7

C=6

C=3

C=8

C=8

C=7

C=7

C=7

C=7

C=5

D=8

D=7

D=1

D=9

D=9

D=9

D=9

D=9

D=9

D=7

E=9

E=9




 

 

 

Client's Name ................................................................................................................................

Client's Address ............................................................................................................................

Postal Code - City/Town .............................................................................................................

Telephone ...................................................................... Client's Signature ................................

Date: 07/06/2020

 
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