Investor Profile Questionnaire

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Investor Profile Questionnaire

NOW

* Indique un champ obligatoire

1 - For how long do you plan to invest these funds? *

less than 3 years between 3 and 5 years between 5 and 10 years between 10 and 20 years + than 20 years

2 - How likely are you to withdraw some or all of this investment earlier than expected *

Low (less than 10% chance of withdrawing investments) Average (between 10 and 25% chance of withdrawing investments) Large (between 26 and 40% chance of withdrawing investments Very high (more than 40% chance of withdrawing investments)

3 - Risk Tolerance : Assuming the markets are having a difficult time, what a drop in the value of your investments could you tolerate? *

no decline less than 5% between 5% and 10% between 11% and 15% between 16% and 20% + de 20%

4 - Risk Tolerance : Assuming an initial investment of $10,000 over a 15-year period, choose the change in its value with which you are most confortable *

Very little variation - ranging from $ 11,000 to $ 16,289 Visible variation - ranging from $ 10,000 to $ 19,672 Variation - ranging from $ 9,500 to $ 23,674 Moderate change - ranging $ 9,000 to $ 31,059 High variation - ranging from $ 6,000 to $ 40,456

5 - What is your annual income? (before tax) *

Less than $ 25,000 between $25,000 and $ 49,999 between $ 50,000 and $ 74,999 between $75,000 and $ 99,999 between $ 100,000 and $ 124 999 between $ 125,000 and $ 199 999 more than $ 200,000

6 - How much do you have in investable assets? *

less than $ 20,000 between $ 20,000 and $ 34,999 between $ 35,000 and $ 59,999 between $ 60,000 and $ 99,999 between $ 100,000 and $ 199,999 between $ 200 000 and $ 999, 999 more than 1 million

7 - Financial situation: How do you assess your current financial situation? *

Precarious: I live my first years of active professional life. As a result, I save little or do not save at all Variable: I have taken out large loans (mortgage, auto loan, etc. So I have little income available for savings. Stable: My earnings are stable, I started paying back my loans and saving a little. Defined: My financial situation is well defined. My loans are almost completely repaid and I save regularly. Solid: My income is greater than my expenses. I therefore save a large portion of my income and enjoy good financial security.

8 - Financial situation: What is the minimum income from the investment of this account (s) that you will need to meet your current annual needs? *

Currently, I do not need to receive any investment income from this account (s) to meet my current needs. I need to receive a 2% annual income from my investments in this account (s) to meet my current needs. I need to receive an annual income of 3% from my investments in this account (s) to meet my current needs. I need to receive a 5% annual income from my investments in this account (s) to meet my current needs. I need to receive an annual income of 8% from my investments in this account (s) to meet my current needs. I need to receive a 10% annual income from my investments in this account (s) to meet my current needs.

9 - Which statement best describes your level of investment knowledge about financial markets and products? *

Limited: I know the basics, but I do not know how to apply them to my situation Reasonable: I understand the basics and I watch my investments a bit. Good: I am very familiar with the different investment categories and the associated levels of risk. I monitor my investments. Excellent: I have a thorough knowledge of markets and the economy. I have extensive investment experience and diligently monitor financial news and investments.

10 - Which of the following statements best describes your main investment objective? *

Keep my investments safe. I do not accept variations in yields. Get some stability. I tolerate but hardly accept variations in yield. Aims for the growth of my investments. I accept minor variations in performance. Focus on the significant growth of my investments. I accept regular performance variations. Aims to achieve maximum growth in the long term. I accept the regular and important variations of returns and am able, emotionally and financially, to assume possible losses.

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​Investor Profile Questionnaire

NOW

Investor Profile Questionnaire