Client Suitability Form
Financial Needs Analysis
What is your present life stage?
Getting started
Moving up
Preparing ahead
Leaving a legacy
What is/are your objective(s) in purchasing our product?
Income protection
Health protection
Education
Retirement
Life milestones
Estate transfer
Risk Profiling
How much is your knowledge of investment?
No Knowlwdge
Limited
Moderate
Good
Extensive
How many years have you been investing in stocks, bonds, and mutual funds/ UITFs?
No experience
Less than 1 year
One year to five years
Six years to 10 years
Over 10 years
How would you best describe your investment objective and the level of risk you can take?
Capital preservation
Regular Income
Income and growth
Capital growth
Capital appreciation
How much are you willing to invest in higher-risk investments?
Less than 20%
21%-40%
41%-60%
61-80%
Over 80%
How long can you keep your money invested to achieve your financial goals?
Less than 1 year
1-2 years
3-5 years
6-10 years
Over 10 years
How long can you keep your financial situation?
I need this investment.
I don't need this investment to supplement my current income.
I don't expect to use this investment to meet my current requirements, but I would need to access this funds in an emergency
My financial situation is stable
My financial situation is completely secure.
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