Jumbo Alliance Funds Limited


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This questionnaire is designed to help you assessing your attitude towards investment risk. Perhaps it may not exactly match with your current attitude, but it can show the profile that you fit into. Moreover, it can also provide some indication of the overall general attitude towards risk for a typical investor displaying your personal investment characteristics.

Which age range are you in?

	Between 18 and 30
	Between 31 and 45
	Between 46 and 55
	Between 56 and 65
	Over 65

How much is your monthly household income that can be available for investment?

	Less than HKD5,000
	Between HKD5,000 and HKD20,000
	Between HKD20,001 and HKD40,000
	Between HKD40,001 and HKD60,000
	Over HKD60,000

What is your current net worth? (excluding your own use property)

	Less than HKD100,000
	Between HKD100,001 and HKD500,000
	Between HKD500,001 and HKD2,000,000
	Between HKD2,000,001 and HKD5,000,000
	Over HKD5,000,000

How many hours do you spend on studying financial news/information on a daily basis?

	None
	Less than 1 hour
	Between 1 hour and 3 hours
	Between 3 hours and 6 hours
	Over 6 hours

Are you currently holding any of the below investment products?

	Cash, deposits
	Certificates of deposit, capital protected products, bonds, bond funds and all of the above
	Foreign currencies, non capital protected currency linked structured products and all of the above
	Stocks, open-end funds excluding bond funds and money market funds, non capital protected equity linked structured products, investment-linked insurance plans, commodities and all of the above
	Options, futures, warrants and all of the above

How many years have you invested in high risk investment (including 'buy and hold' and active trading)? High risk investment products include stocks, unit trusts, foreign currency trading, commodities, structured investment products, warrants, options, futures, investment-linked insurance plans.

	None
	Less than 3 years
	Between 3 years and 6 years
	Between 6 years and 10 years
	Over 10 years

Approximately what is the percentage of your assets in high risk investment products? Please refer to Question 6 for examples of such products.

	None
	Less than 20%
	Between 20% and 50%
	Between 50% and 70%
	Above 70%

Which kind of return shown below is the most comfortable for you?

What time frame would you generally be comfortable with high risk investment?

	Less than 1 year
	Between 1 year and 3 years
	Between 3 years and 6 years
	Between 6 years and 10 years
	Over 10 years

10.

How much have you put aside for emergency?

	None
	Less than 3 months of your household expenses
	Between 3 months and 6 months of your household expenses
	Between 6 months and 9 months of your household expenses
	Over 9 months of your household expenses

Disclaimer: This questionnaire is provided by Jumbo Alliance Funds Limited. The results of this questionnaire are derived from information that you have provided to us, and only serve as a reference for your consideration when making your own investment decisions. This questionnaire and the results are not an offer to sell or a solicitation for an offer to buy any financial products and services and they should not be considered as investment advice. Jumbo Alliance Funds Limited accepts no responsibility or liability as to the accuracy or completeness of the information given. Personal information collected in this questionnaire will be kept confidential by Jumbo Alliance Funds Limited. The information may be used by Jumbo Alliance Funds Limited, its subsidiaries or affiliates under a duty of confidentiality to Jumbo Alliance Funds Limited, for designing and/or marketing of financial products and services.