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INVESTOR SUITABILITY ASSESSMENT FORM CORPORATE This Investor Suitability Assessment Form will guide you in choosing the unlisted capital market products that suits your investment objectives, risk

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How to fill out investor suitability assessment form

01

Obtain the investor suitability assessment form from the relevant financial institution or advisor.

02

Carefully read the instructions provided on the form to understand the requirements.

03

Fill in your personal details accurately, including your name, contact information, and any other requested information.

04

Answer all the questions honestly and to the best of your knowledge, providing relevant financial information if required.

05

Review the completed form to ensure that all sections are filled out correctly and clearly.

06

Sign and date the form to confirm that the information provided is accurate and complete.

07

Submit the form to the financial institution or advisor as directed, keeping a copy for your records.

Who needs investor suitability assessment form?

01

Investors who are looking to invest in certain financial products or services may need to fill out an investor suitability assessment form.

02

Financial institutions and advisors may also require potential investors to complete this form to assess their risk tolerance, investment goals, and financial situation.

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What is investor suitability assessment form?

Investor suitability assessment form is a document used by financial institutions to assess the suitability of an investment for an individual investor based on their financial situation, investment knowledge, and risk tolerance.

Who is required to file investor suitability assessment form?

Individual investors who are looking to invest in certain financial products or services may be required to fill out an investor suitability assessment form.

How to fill out investor suitability assessment form?

Investors can fill out the form by providing information about their financial status, investment goals, risk tolerance, and investment knowledge.

What is the purpose of investor suitability assessment form?

The purpose of the investor suitability assessment form is to ensure that the investment recommended to the investor is suitable based on their financial situation and investment objectives.

What information must be reported on investor suitability assessment form?

The form may require information such as income, net worth, investment experience, investment goals, risk tolerance, and investment time horizon.

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