All investments are designed to make a return and are subject to risks. This means that, as well as
making money, there is also a chance that you could lose it. As a general rule, the bigger the potential
return, the higher the investment risk and the longer the suggested investment timeframe.
Before investing you need to decide how comfortable you are with investment risk and how much risk
you are prepared to take to achieve the return you want. This is often referred to as your ‘risk profile’.
This section only serves as a guide in helping you determine your investment risk profile and does not
constitute any recommendation by the EFA Representative. You should take into consideration your
current financial situation, investment goals and objectives as well as your attitude towards risk when
determining your risk profile.
This questionnaire is a general guide on the level of
risk that you are comfortable with. Full details of a fact finding form is available with your Financial Advisory Consultant. Kindly consult your Financial Advisory Consultant for more information.
