Expat Properties (I) Ltd. - Investments : Client Risk Profile Questionnaire

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Client Risk Profile Questionnaire

Determining your risk profile is important for Expat to be able to recommend the correct solutions to meet your financial goals. The following questionnaire has been designed to determine your profile by helping us understand the type of investor you are, your attitude towards risk and ultimately your investment objectives. Please complete the following questions to help us develop a relationship best suited to your investment goals.

PERSONAL INFORMATION (Questions 1 - 4) *

1	Your Name:
	Your Email:
	Your Telephone:
	Your Current Address:
	Your Permanent Address:

2 Your investment with Expat will be in the range of:
	US$50,000-US$250,000		US$250,000-US$500,000		More than US$500,000

3 Please select your Age Group
	20-30		31-40		41-50		51+

4 Please select your Dependents
	0		1-2		3-4		More than 4

INVESTMENT EXPERIENCE (Questions 5 - 6)

5 Which of the following areas have you invested in and where?

	Fixed Deposits
	Mutual Funds
	International Bonds
	Stocks
	Properties
	Commodities
	Options, Futures, Margin Trading
	None of the above

6 What is the time frame of your investment?
	Less than 1 year		1-3 years		3-5 years		More than 5 years

ASSETS (Questions 7-9) *

7 What country / regions are you most likely to invest in?
Please indicate your top three choices.

Country	Region

8 What industry / sector are you most likely to invest in?
Please indicate your top three choices.

Industry	Sector

9 Which of the following best describes your attitude towards investment risk?
	Very Conservative: I do not want to risk any capital or have any negative return, even if it is temporary
	Conservative: I am willing to take limited risk on my capital of less than 5% in exchange for the possibility of returns higher than deposits
	Moderate: I can only risk between 5% to 10% of my capital
	Slightly Aggressive: I can risk between 11% to 20% of my capital
	Aggressive: I can risk more than 20% of my capital for potentially higher returns

My current Relationship Manager at Expat is:

I am new to Expat!

ACKNOWLEDGEMENT

	I / We acknowledge that the Profile Questionnaire is merely a tool to help me decide how to allocate my portfolio
	I / We understand that it remains my / our responsibility to select a specific portfolio and investment strategy to meet my / our investment objectives and risk tolerance