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Investor Assessment Form

Fill up & submit the form below to discover your investment potential.

Your Phone Number (required)

Part 1: Personal Details (Please choose the appropriate items)
(i) My Age
Below 3030 to below 4040 to below 5050 to below 6060 and above

(ii) My Highest Level of Education
Professional finance-related qualifications such as Chartered/ Certified Accountant, Chartered Financial Analyst or Chartered/ Certified/ Registered Financial PlannerDiploma or University graduateSecondaryPrimary & Below

(iii) My Level of Knowledge and Experience with Investment Products

Part 2: My investment Objective, General Attitude Towards Investment Risks and Investment Time Horizon (Please choose the appropriate item)
Please tick only ONE of the following that best describes your Investment Objective, General Attitude Towards Investment Risks and Investment Time Horizon.
(1) My objective is to preserve my capital.(2) My objective is to achieve income / returns slightly better than the rate of bank deposits.(3) My objective is to ahieve moderate income and / capital growth.(4) My objective is to achieve high capital growth.(5) My objective to to maximise capital growth.

Part 3: My Financial Position (Please choose the appropriate items)
(i) Monthly Disposable Income
Below RM3000RM3000 - RM5000RM5000 - RM10,000Above RM10,000

(ii) Monthly Financial Commitments
Below RM1000RM1000 - RM3000RM3000 - RM5000RM5000 and above

Part 4: My Investment Preference (Please choose the appropriate item)
Investment Vehicles
StocksForeign ExchangeReal Estate / PropertyHedge Funds