Risk Profile Form

Complete your risk profile below in preparation for your Strategy Discussion meeting

Risk Profile Form

Important Notice

I am a representative of Global Financial Consultants Pte Ltd and can advise upon, source and recommend objectively the products of various life insurance companies and fund houses to best meet your needs. I am required to disclose to you the companies from which I can source products and solutions for you. In order to ensure that the advice and recommendations are appropriate for you, we require sufficient information about your current circumstances and financial goals and objectives. The information provided from this risk profile form in conjunction with your profile information will form the basis of my advice.

Your Personal Details

Name(Required)

First Last

Email Address(Required)

Phone Number

Your Risk Profile

Measuring your attitude and tolerance for investment risk is critical in determine an appropriate investment strategy. Please answer each of the questions below:

1. The percentage of my net worth/monthly income I am considering investing/saving is:(Required)

2. My time horizon for spending the investment I am about to commence is:(Required)

3. The considered investment will not need to be accessed at short notice as my financial situation is relatively stable:(Required)

4. I understand that volatility/risk can provide opportunities for greater return however I prefer investments, such as bank deposits, that demonstrate a consistent return even if this could cause my asset to depreciate over time due to inflation.(Required)

5. In February 2018 stock markets fell by over 10 % globally in less than a week. If you had the money to invest and these circumstances were to repeat themselves would you increase your holdings even if the future prices of these assets were unknown.(Required)

6. Consider two different investments, A and B: • Investment A provides an average annual return of 3% with a minimal potential fall in the value of the original investment (the principal). • Investment B provides an average annual return of 7% but the value of the original investment (the principal) may decline 20% or more in any year. How would you choose to invest your retirement savings in these two investments?(Required)

7. If you had to choose one of the investments below, which would it be:(Required)

Third Party Authority

To ensure that we can provide you with the right personalised financial advice there may be times that we require the services of a third-party (such as estate planning, health insurance or superannuation advice). Do you provide your consent for the information provided here, as well as what is collated through the course of the advice process, to be shared with the relevant third party on an "as needed basis"? Please note that this will always be disclosed to you prior to the sharing of information.

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Risk Profile Form