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39 8 8/F, Prosperity Tower, 39 Queen\'s Road Central, Central, Hong KongTel : (852) 2510 5555 Fax : (852) 2510 5500 Email : cs@cricsec.com Client Investment Profile Questionnaire (Corporate)
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How to fill out client investment profile questionnaire

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How to fill out client investment profile questionnaire

01
Start by asking the client to provide personal information such as their name, address, date of birth, and contact information.
02
Proceed to inquire about the client's investment objectives, time horizon, risk tolerance, and financial goals.
03
Ask about the client's current financial situation, including income, expenses, assets, and liabilities.
04
Review any existing investment holdings and investment experience the client may have.
05
Ensure all sections of the questionnaire are completed accurately and in detail.

Who needs client investment profile questionnaire?

01
Financial advisors
02
Wealth managers
03
Investment firms
04
Any individual or entity providing investment advice or guidance
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The client investment profile questionnaire is a document used to gather information about a client's financial situation, investment objectives, risk tolerance, and investment preferences.
Financial advisors, investment firms, and other financial professionals are required to have clients fill out the client investment profile questionnaire.
Clients can fill out the questionnaire either in person with their financial advisor or online through a secure portal provided by the investment firm.
The purpose of the client investment profile questionnaire is to help financial professionals better understand their clients' financial goals and risk tolerance in order to recommend appropriate investment strategies.
The questionnaire typically asks for information about the client's income, assets, liabilities, investment experience, investment goals, and risk tolerance.
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