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AGM Financial Services Pty Ltd ABN: 69 105 837 910 Australian Financial Services License No: 246857 2 Darryl Street Scoresby Vic 3179 Tel: (03) 9753 2779 Mob: (04) 1111 2258 Email: con@agmfs.com.auRisk

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How to fill out risk profile questionnaire v2012

01

Read the introduction carefully to understand the purpose of the questionnaire.

02

Begin answering the questions systematically, starting from the first section.

03

Ensure you provide honest and accurate responses to each question.

04

Use the provided scale or options to indicate your level of risk tolerance and investment goals.

05

Review your answers before submission to ensure completeness.

06

Submit the completed questionnaire to the relevant party for evaluation.

Who needs risk profile questionnaire v2012?

01

Individuals seeking to invest and wanting to understand their risk tolerance.

02

Financial advisors assessing clients' risk profiles.

03

Institutions needing to comply with regulatory requirements for client assessments.

04

Investment firms providing tailored financial products and services.

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What is risk profile questionnaire v2012?

The Risk Profile Questionnaire v2012 is a standardized form used to assess an individual or entity's risk tolerance and financial situation for investment purposes.

Who is required to file risk profile questionnaire v2012?

Individuals and entities seeking to invest or who are clients of financial institutions are typically required to file the Risk Profile Questionnaire v2012.

How to fill out risk profile questionnaire v2012?

To fill out the Risk Profile Questionnaire v2012, respondents need to provide personal financial information, investment goals, risk tolerance levels, and any relevant financial experience.

What is the purpose of risk profile questionnaire v2012?

The purpose of the Risk Profile Questionnaire v2012 is to evaluate the risk tolerance and financial circumstances of clients to recommend suitable investment strategies and products.

What information must be reported on risk profile questionnaire v2012?

Information that must be reported includes personal income, investments, financial goals, risk appetite, and any relevant background on investment experience.

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