Bank Commonwealth

Risk Profile

Your Basic Profile Information

Risk Profile Questionnaire

1. What is your financial goal(s)? (You can choose more than one option)

Wealth accumulation

Regular income

Capital protection

Retirement purpose

Education

Life insurance protection

Health insurance protection

Others

2. According to your financial goal(s), how long is your investment term?

<1 year

1 to <3 years

3 to 5 years

>5 years

3. How is your knowledge or experience in investment and/or insurance?

a. I/We do not have any knowledge or experience in investment and/or insurance

b. I/We do have knowledge or experience in several or all of these products: deposit, traditional insurance

c. In addition to the products as set out in point 3b, I/We do have knowledge or experience in several or all of these products: bonds, money market fund, capital protected fund, fixed income fund, unit-link insurance that invests in bond instruments, currency related investment

d. In addition to the products as set out in points 3b and 3c, I/We do have knowledge or experience in several or all of these products: equity, balanced fund, equity fund, unit-link insurance that invests in equity instruments, derivatives, structured products

5. How many percentage of your total assets do you allocate for investment?

<25%

25%-<50%

50%-75%

>75%

6. How is your dependency on the investment return to support your daily living cost?

Highly dependent on the investment return

Quite Dependent on the investment return

Less dependent on the investment return

Not dependent on the investment return, at least for next 5 years

7. In an unfavourable market condition, which statement best describes the risk level that still acceptable for your investment?

I/We are only willing to invest in a product with capital protection

I/We still can tolerate less than 10% decline from the investment principal

I/We still can tolerate 10% to 25% decline from the investment principal

I/We still can tolerate 25% to 50% decline from the investment principal

I/We still can tolerate more than 50% decline from the investment principal

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