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IMA-M-101 questionnaire 1/17/03 1:19 PM Page 1 INSTITUTIONAL QUESTIONNAIRE APPROPRIATE FOR TRADITIONAL DEFINED BENEFIT PLANS (TRUSTEE-DIRECTED), PROFIT SHARING PLANS AND SOME MONEY PURCHASE PLANS.

How to fill out investment policy statement questionnaire

Point by point how to fill out an investment policy statement questionnaire:

1. Start by carefully reading through the entire questionnaire. This will give you an overview of the information and documentation required.
2. Gather all relevant financial documents, such as bank statements, investment statements, and tax returns. These documents will provide the necessary details about your current financial situation.
3. Answer each question on the questionnaire truthfully and accurately. Provide precise information about your current investments, financial goals, risk tolerance, and time horizon.
4. If there are any sections or questions that you are unsure about, seek clarification from a financial advisor or the institution providing the questionnaire. It's important to have a clear understanding before proceeding.
5. Consider your financial goals and align your answers with those objectives. For example, if your goal is long-term growth, indicate a higher tolerance for risk. Alternatively, if you have a shorter time horizon, you may prefer a more conservative approach.
6. Review your answers to ensure they are comprehensive and reflect your current financial situation. Double-check for any errors or omissions.

Who needs an investment policy statement questionnaire?

1. Individuals who are seeking professional financial advice and planning for their future. This questionnaire helps to assess their current financial position, risk tolerance, and investment goals.
2. Companies or institutions that are managing investment portfolios on behalf of their clients. By completing the questionnaire, they can gather the necessary information to create an investment policy statement tailored to their client's needs.
3. Individuals or organizations that are reviewing or updating their existing investment policy. The questionnaire serves as a guide to evaluate their current investment strategy and make any necessary adjustments.

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What is investment policy statement questionnaire?

An investment policy statement questionnaire is a document that is used to gather relevant information from investors to help them create a personalized investment policy statement.

Who is required to file investment policy statement questionnaire?

Individual investors or businesses who are seeking professional investment advice or services may be required to fill out an investment policy statement questionnaire.

How to fill out investment policy statement questionnaire?

To fill out an investment policy statement questionnaire, you will need to provide information about your financial goals, risk tolerance, investment preferences, and any other relevant details. The specific format and questions may vary depending on the financial institution or advisor.

What is the purpose of investment policy statement questionnaire?

The purpose of an investment policy statement questionnaire is to gather important information about an investor's financial situation, objectives, and preferences. This helps financial advisors or institutions to create personalized investment strategies tailored to the investor's needs.

What information must be reported on investment policy statement questionnaire?

An investment policy statement questionnaire typically requires information such as the investor's financial goals, time horizon, risk tolerance, income, assets, and investment preferences.