survey - Perancang Kewangan Berlesen

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Survey Optin Form

1. What sort of investor are you with respect to investment risk versus return?

Willing to take high potential return

Willing to take moderate to high risk to achieve good potential return

Willing to take moderate risk to achieve long-term capital growth

Willing to take low to moderate risk for some potential return

Not willing to take risk and would like to preserve capital

3. When do you expect to have a large cash need such as the purchase of a house, medical expenses, retirement etc.,?

No, I do not expect any large cash need

Yes, in 16 to 20 years

Yes, in 10 to 15 years

Yes, in 5 to 9 years

Yes, in less than 5 years

4. How do you expect your annual income to vary over the next 2 years?

To increase substantially

To increase moderately

Remain unchanged

To decrease moderately

No income

5. How much accumulated income do you expect to have availabe for investment and savings over the next 2 years?

Substantially more than what I have now

Moderately more than I have now

About the same as that I have now

Moderately less than what I have now

Substantially less than what I have now

6. If your investment portfolio suffers at 25% loss, how easily can you replace the investment loss with a future source of income?

Very easily

Easilym with some planning involved

It will be difficult

It will be very difficult

It will be impossible

7. Which statement best describes your investment preference?

Emphasis on quick capital apppreciation

Emphasis on steady capital appreciation

Generate some income and have potential for capital appreciation

Emphasis on generating a stable stream of income

Capital preservation

8. Now consider your personal feelings abouth ups and downs of the financial market. How would short-term movements in the financial market affect you emotionally?

Will not affect me

Will affect me minimally

Will affect me moderately

Will affect me tremedously

Will affect me drastically

9. If over a 3-month period, an investment you owned lost 30%, what would you be likely to do?

Buy much more to average down the unit cost

Buy some more of the investment

Do nothing with the investment

Sell some of the investment

Sell all or most of the investment

Profil Kewangan Peribadi

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