客户分析问卷个人或联名帐户.PDFVIP

Customer Profiling Questionnaire (CPQ) – Individual or Joint Account 客戶分析問卷 ─ 個人或聯名帳戶 1. This Customer Profiling Questionnaire (“Questionnaire”) is designed to base on your financial situation to help us understand your investment objective, investment horizon, level of knowledge and experience with investment products, and risk tolerance level, based on which we can conduct suitability assessment before you invest. 本問卷旨在根據閣下當前的財務狀況幫助我們了解閣下的投資目標、投資期望、投資產品知識和經驗以及風險承受能力，以便 我們在閣下投資前可以進行適合性評估。 2. Your answers to this Questionnaire will pro