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Risk Profile Management(RPM)
Know Your Customer (KYC)
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Risk Profile Management Form
Full Name
Date of Birth
Email Address
Phone Number
Residential Address
Passport Number
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Investment Objective (Time & Purpose)
Best Describes You
Your primary concern is to protect your capital and you can accept no capital losses.
Generating a regular income stream is a priority over capital growth.
A balance between capital growth and lower risk is preferred.
Bias towards capital growth, accepting higher volatility.
Primary focus on capital growth, accepting high risk.
Allocated Investment Funds:
Intraday Trading
STBT/BTST Investing
Positional Investing (3-15 Days)
Other Investments (Mutual Funds / Real Estate / FD / Bonds)
Familiarity with Equity, Forex & Comex:
Experienced in all sectors.
Understand market fluctuations.
Basic understanding of capital markets.
Very little understanding.
Experience in Market Investing:
Mostly positive experience.
Not familiar, cautious.
Lost money before, very cautious.
How do you feel after making a financial decision?
Very Confident
Confident
Neutral
Concerned
Scared
If Surplus Funds Exist, What Strategy Do You Prefer?
Invest surplus income
Revise expectations / increase expenses
Reduce portfolio risk
Other
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Years of Investment/Trading Experience:
1-3 Years
4-6 years
7-10 Years
10+ Years
NIL
Financial Responsibilities:
Only yourself
One other person
2-3 persons
4-5 persons
More than 5 persons
Occupation:
Self Employed
Private Sector (Salaried)
Government Service
Student
Retired
Housewife
Others
Gross Annual Income:
Below 100000
100000-500000
500000-1000000
1000000-2500000
Above 2500000
NIL
Size of Emergency Fund:
Do not have
1-2 Months Income
3-5 Months Income
More than 5 Months Income
Percentage of Income Used for Liabilities/Debts:
> 50%
50% to 30%
30% to 20%
Less than 20%
I have enough surplus
Risk Appetite:
Low risk taker
Average risk taker
High risk taker
Very High risk taker
NIL
I understand that investment in Forex, Stocks, and Commodities carries high risk, and this serves as my consent to receive investment-related advice.
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