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PRSRPQ INVESTOR SUITABILITY ASSESSMENT FORM This Investor Suitability Assessment Form will guide you in choosing the unlisted capital market products that suit your investment objectives risk tolerance financial profile and investment experience. The information you provide will form the basis of our recommendation* It is important to provide accurate and complete information to ensure that suitable unlisted capital market products are recommended according to your investment needs and...

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What is suitability assessment form?

A suitability assessment form is a document used to evaluate and determine whether a financial product or service is appropriate for a client based on their financial situation, investment goals, and risk tolerance.

Who is required to file suitability assessment form?

Financial advisors, brokers, or institutions providing investment advice are typically required to file a suitability assessment form for their clients to ensure compliance with regulatory requirements.

How to fill out suitability assessment form?

To fill out a suitability assessment form, clients must provide detailed information about their financial situation, including income, investments, financial goals, and risk tolerance. The advisor may guide the client through the process.

What is the purpose of suitability assessment form?

The purpose of the suitability assessment form is to protect clients by ensuring that the financial products or services they receive align with their financial goals and risk profile, thereby promoting responsible investment practices.

What information must be reported on suitability assessment form?

The suitability assessment form typically requires information regarding the client's financial status, investment objectives, risk tolerance, investment experience, and any other relevant financial information necessary to assess suitability.

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