风险取向问卷RiskProfilingQuestionnaire.PDFVIP

風險取向問卷Risk Profiling Questionnaire 本問卷旨在評估閣下對風險的態度及對投資風險的承受程度，未必能準確反映閣下的實際可接受 的風險水平。如有需要，請尋求專業意見。 This questionnaire is designed to help you assess your attitude towards risk and risk tolerance level. It may not accurately reflect your actual risk tolerance level. If necessary, please seek professional advice. **如為聯名帳戶，代表該帳戶發出有關指示或作出投資決定的申請人／持有人應填寫及簽署本問卷。** **For joint holders account, this questionnaire should be completed and signed by applicant/ account holder(s) who is/are responsible for giving instructions or making investment decisions.** 1) 您屬於以下哪個年齡組別？ Which of the following age category do you belong to? □ A) 18 歲至24 歲 Between 18 and 24 □ B) 25 歲至34 歲 Between 25 and 34 □ C) 35 歲至49 歲 Between 35 and 49 □ D) 50 歲至64 歲 Between 50 and 64 □ E) 18 歲以下或64 歲以上 Below 18 or above 64 2) 您的最高學歷/教育水平？What is your highest academic qualification/ education level? □ A) 小學或以下 Primary education or below □ B) 中學 Secondary education □ C) 大專/副學士/文憑 Tertiary/ associate degree /diploma □ D) 大學 Bachelor □ E) 碩士或以上 Master or above 3) 以下哪一項最符合您投資的回報要求？Which of the following best describes your investment objective? □ A) 我不想有任何損失資本的風險。我可以接受低於通脹率的回報。I am not willing to accept any amount of capital loss. My expected return can be lower than the inflation rate. □ B) 我希望保障我的財富。我願意承受少量風險以獲取至少緊貼通脹率的回報。I wish to preserve my capital and am willing to accept little risk for an expected return similar to the inflation rate. □ C) 我希望投資能提供入息，而資本也能維持相對穩定。I wish to obtain a regular stream of stable income and capital growth. □ D) 我希望可以賺取略高於通脹率的回報以達成未來數年的財務目標。我可以接受已預計的風險。I wish to obtain an expected return slightly higher than inflation rate in order to achieve my financial objectives in the coming years. I am willing to accept the expected risk. □ E) 我有剩餘資金可作投資用途，以爭取資本增值。我願意接受一些潛在損失及適度的風險，以追求高於 通脹率的回報。I have set aside a portion of net worth for investments to achi