1Getting To Know You 2Investment Objectives and Risk Tolerance 3Investment Knowledge and Experience First Name* Last Name* Email* Phone*What is your goal?Start InvestingWealth PreservationWealth GrowthOwn a HomePlan for EducationGet MarriedPlan for RetirementOtherOther Goal What is your age?** 30 and under 31 to 40 41 to 50 51 to 65 Over 65 How much do you currently have in financial assets (this includes bank accounts, cash, credit unions, stocks, bonds and other investment securities)?* Less than J$1,500,000 J$1,500,001 to J$3,500,000 J$3,500,001 to J$5,500,000 J$5,500,001 to J$7,500,000 Over J$7,500,000 What is your annual household income (before tax)?* Less than J$2,000,000 J$2,000,001 to J$4,000,000 J$4,000,001 to J$6,000,000 J$6,000,000 to J$8,000,000 Over J$8,000,000 What is your primary investment objective?* I mainly want to preserve my initial investment I want a source of income. I am not particularly concerned about my initial investment growing in value My priority is to generate income. However, I would like to see my initial investment grow over time My priority is the capital growth of my initial investment. However, I would like to generate some income My focus is on investment growth. I am not interested in generating income For how long do you plan to invest these funds before you begin withdrawing a substantial portion from your portfolio (e.g., a withdrawal of more than half)?* 1 to 3 years 4 to 5 years 6 to 10 years 11 to 15 years More than 15 years Which of the following best describes your attitude to financial risk? A very low risk taker A low risk taker An average risk taker A high risk taker A very high risk taker How much of a temporary decline in your investment portfolio could you tolerate over a one-year period? 0% -5% -10% -15% More than -15% What do you expect the overall average return on your investment portfolio to be over the long term (10+ years), before tax?* 0% to 3% 4% to 6% 7% to 9% 10% to 12% More than 12% Which statement best describes your level of investment knowledge about financial markets and products?* Very limited knowledge Basic knowledge and minimal experience Good knowledge and some investment experience Strong knowledge and experience Advanced knowledge and extensive experience Which of the following statements best describes your current investment portfolio (individual securities and/or pooled funds)? Mainly money market securities (e.g., cash, repo, savings account) Mainly fixed-income securities (e.g., government and/or corporate bonds) Equal amounts of fixed-income and equity (stocks) securities- Mainly local and international blue-chip equities Mainly aggressive local and international securities NameThis field is for validation purposes and should be left unchanged.