• Investment Suitability Assessment

    According to the applicable legislation, investment services companies that include in their activities the provision of investment advice services and management portfolio services are responsible for ensuring that the products offered to investors are the most adequate for them. In consequence, companies offering these services shall obtain from their potential clients information regarding their investment objectives, their investment knowledge and experience and their risk aversion. For such purpose, we address this questionnaire in order to obtain the necessary information to be able to offer the most suitable product for our potential clients.
  • Client date of birth
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  • What is the objective of the investment that you are considering

  • What is your economic situation?

  • How is your income expected to vary over the next 3 months?

  • How are your outgoings expected to vary over the next 3 months?
  • If you have to face an unexpected expense, which of the following best fits your situation?
  • What percentage of your wealth do you expect to invest at this time?
  • Attitude to Risk

    This risk questionnaire below is used to establish your tolerance to risk. Please note that it is also important to determine the capacity to take the level of risk with the investment in consideration. The capacity to accept risk with an investment is a complex matter that can only be fully understood by with an in depth evaluation of circumstances. To use this questionnaire, answer the fifteen questions. This will create a score to indicate tolerance to risk. We will then use risk capacity factors to assess whether the risk tolerance is a fit for your individual circumstances.
  • I do not feel comfortable with the prospect of losing money even in the short term*
  • I want to see high gains from my portfolio and I am happy to take the higher risks associated with this*
  • I am not interested in financial affairs*
  • If I believe that the investment is sound I do not worry too much about conflicting information that is published*
  • I do not get worried if the value of my investment fluctuates rapidly over time*
  • I do not have much experience in investing money*
  • I do not have a good understanding of financial terms and phraseology*
  • I do not regularly review my investment portfolio*
  • I have a good grasp of financial concepts which I use to steer my investment decisions*
  • I am comfortable taking risks with my investments*
  • In relation to big financial decisions, it is the possible losses that I concentrate more on than the potential gains*
  • I feel more comfortable when investing in cash accounts rather than the stock market*
  • I am interested in more adventurous alternative investment opportunities rather than traditional proven strategies*
  • I would prefer to have a small payrise and more job secuiity rather than a large payrise with less job security*
  • I am happy with fluctuations in my deposited capital as long as the returns remain steady*
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  • Should be Empty: