Append below is the self check list:
SELF CHECK LIST:
1.0 First understand how much net worth you have before you even start investing. Are you really having positive net worth or are you still mounted with debts which you need to pay in the near or medium future
2.0 Know what are your investment objectives and risk appetite:
- Conservative re: investment must be 100% principal protected
- Willing to take a little investment risk with some potential capital gains
- Willing to take a large amount of investment risk in exchange for higher potential capital gains
3.0 Understand what is your investment horizon:
- Short term: less than or equal to 1 year
- Medium term: between 1 to 5 years
- Long term: between 5 to 10 years
- Greater than 10 years
4.0 What sort of investment experience and number of years of investment experience you have for the following products:
- Bonds and commercial papers
- Equities
- Non-principal protected unit trusts
- Principal protected unit trusts
- Non-principal protective derivative linked investment
- Principal protected derivative linked investment
- Others:……….
- None
5.0 How well you understand the features and risks involved in your selected product(s) ( item 4)
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