文档介绍：个人客户风险评估问卷
Customer Risk Profile Questionnaire
以下1 5个问题将决定您的投资风险偏好,我们将根据您的投资风险偏好为您更好的配置资产。(每个问题仅有一个答案) In choosing the appropriate investment portfolio,you should first consider Your risk tolerance,investment time frame and your financial following 15 questions aim to help you understand your risk profile and investment needs.
客户姓名:
Customer name_______________________________________________________________________________
性别: □男□女婚姻状况:
Sex □Male □Female Marital status____________________
l、您的家庭年收入为?
□ □ -20万元□ -50万元□
□
1、How much is the estimated annual e of your family(Chinese Yuan)?
,000 or below ,000 to 200,000 ,00 1 to 500,000
,001 to 1,000,000 1,000,000
2、您的投资目的是?
□ ,退休计划□ (如置业、购车) □
2、What is the purpose of your investment?
□ ’S education/Retirement Plan □ goal ( acquisition) □ growth / accumulation
3、您期望的投资理财回报是?(附注:高回报附带高风险)
□ □ □
3、What is your expected return for the investment?(Remark:higher expected return carries higher risk)
□ line with time deposit rate □ more than time deposit rate
□ exceed time deposit rate
4、您的年龄是?
□ 30 □ □ -50 □ -60 □
4、What is your age?
□ 30 □ □ -