Please fill in a one time Investor Profile Questionnaire.

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Part 1 – You and Your Current Financial Situation

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Please select age group

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If you don’t know, you can calculate this amount by taking the value of everything you own, including real estate, and subtracting anything that you owe, such as loans and mortgages or ask your advisor for assistance.

Please select your estimate net worth
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Please select your family’s overall financial situation

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Please select retirement additional sources of income

Choose all that apply:

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Please let us know how much of your understanding

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Part 1 – Subtotal: Current Financial Situation Enter the total points for Questions 1 to 5

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Part 2 – Assessing Your Investment Goals and Objectives

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Please let us know when will you need access to your investment

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Please let us know the primary purpose for this portfolio

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Part 2 – Subtotal: Goals and Objectives Enter the total points for Questions 6 and 7

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Part 3 – Assessing Your Attitude Towards Risk

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Please let us know what is the maximum drop in value of your investment

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Please let us know which of the following portfolios would you be likely to invest in

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Part 3 – Assessing Your Attitude Towards Risk (Cont'd)

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10. Which one of the following four hypothetical portfolios would you feel most comfortable with?

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Year 1  Year 2  Year 3  Year 4  Year 5

Please let us know which of the following portfolios would you be likely to invest in
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Please let us know what is the maximum drop in value of your investment

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Part 3 – Subtotal: Attitude towards Risk Enter the total points for Questions 8 to 11

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Total Your Point Score

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Add up your total score and turn this page to determine your investment profile and to select an appropriate investment portfolio for you (next page).

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Your Investment Profile and Suggested Investment Options

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From previous page.

Your investment profile is based on answers regarding your current financial situation, investment goals and objectives as well as your attitude towards risk. Match your accumulated total score to determine your profile. Please review the following statements and confirm your agreement by signing below.

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