Your Name (required)
Your Email (required)
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 I have more than 3 years experience dealing/investing in equity-linked products and foreign currency-linked products.I have more than 3 years experience dealing/investing in equity-linked products.I have some experience dealing / investing in equity-linked products.I have no experience dealing / investing in equity-linked 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
