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QUALIFIED INVESTOR QUESTIONNAIRE FOR VIETNAM PORTFOLIO Execution of this Qualified Investor Questionnaire by a prospective investor does not constitute an offer to sell or a solicitation of an offer
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How to Fill Out Qualified Investor Questionnaire for:

01
Start by carefully reading the questionnaire form provided by your financial institution or investment firm. Make sure you understand the questions and requirements outlined in the form.
02
Fill out your personal information accurately and completely. This usually includes your name, address, contact details, and any relevant identification numbers such as your passport or social security number.
03
Provide details about your investment experience, including the types of investments you have made in the past, your knowledge about different investment products, and your level of comfort with various investment risks.
04
Indicate your financial situation by disclosing your income, net worth, and any outstanding debts or liabilities. Be honest and provide accurate information.
05
If the questionnaire asks about your investment objectives, state your goals clearly. This could include income generation, capital appreciation, wealth preservation, or any specific investment targets you may have.
06
Answer any additional questions related to your risk tolerance, such as any limitations or preferences you may have regarding the amount of risk you are willing to take in your investments.
07
Review your answers before submitting the questionnaire to ensure accuracy and completeness. If there is any ambiguity in the questions, seek clarification from the financial institution or investment firm.
08
Sign and date the questionnaire as required, acknowledging that the information provided is true and accurate to the best of your knowledge.

Who Needs Qualified Investor Questionnaire for?

01
Accredited investors who meet specific financial criteria laid out by regulatory authorities may be required to fill out a qualified investor questionnaire. This can include high net worth individuals, institutional investors, or certain professional investors.
02
Investment firms or financial institutions often require qualified investor questionnaires to ensure compliance with regulations and to assess the suitability of their investment products for potential clients.
03
By completing a qualified investor questionnaire, individuals can gain access to certain investment opportunities or products that may be restricted to qualified investors only. This helps protect both the investor and the investment firm by ensuring that the investment aligns with the investor's financial situation, goals, and risk tolerance.
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The qualified investor questionnaire is for assessing an individual's suitability to participate in certain investments or financial products.
Individuals who are interested in investing in certain products or funds that require a certain level of financial sophistication or wealth.
The questionnaire typically requires the individual to provide information about their financial situation, investment experience, and risk tolerance.
The purpose is to ensure that individuals who are investing in certain products or funds have the necessary knowledge and experience to understand the risks involved.
Information such as income, assets, investment experience, risk tolerance, and investment goals.
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