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What percentage of your total assets are you willing to invest in higher-risk investments?

Less than 25% 25-50% 50-75% More than 75%

What is your age group?

Under 30 30-45 46-60 Over 60

How much investment experience do you have?

None Limited Moderate Extensive

What is the size of your total wealth?

Less than USD 1 million USD 1 million - USD 10 million USD 10 million - USD 50 million USD 50 million - USD 500 million

What is your investment goal?

Capital Preservation Income Generation Capital Growth

What is your investment horizon?

Less than 3 years 3-5 years More than 5 years

How would you react if your investment portfolio lost 10% in a month?

Sell all investments Sell some investments Do nothing Buy more investments

What is your primary source of income?

Salary Business Income Investment Income

What is your preferred investment style?

Conservative (low risk, lower returns) Balanced (moderate risk, moderate returns) Aggressive (high risk, higher returns)

How is your current asset allocation divided?

Equities Bonds Real Estate Cash Family Business Other Investments

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