A. Vacation / New car acquisition 0 points
B. Property acquisition 0 points
C. Children education 1 points
D. Retirement Saving / Income 10 points
E. Inheritance 10 points 2.When would be your retirement?
A. To retire in 5 years 0 points
B. 5 to 7 years 0 points
C. 8 to 10 years 2 points
D. 11 to 14 years 8 points
E. Above 15 years 10 points 3.In 5 years,how much would you withdraw from this investment?
A. At least 30% 20 points
B. 31% to 50% 16 points
C. 51% to 70% 8 points
D. More than 70% 0 points
4.For how long would you hold this investment to withdraw the most part of this amount?
A. in 5 years 0 points
B. 5 to 10 years 0 points
C. 11 to 19years 18 points
D. Above 20 years 30 points
5.Would you accept a higher risk to have possibility of getting higher returns?
A. Yes 30 points
B. Considerable 24 points
C. Depends on situation 18 points
D. Not considerable 12 points
E. No 6 points
6.「I do not care about my investment daily evaluation」Do you agree?
A. Very much 10 points
B. Yes 8 points
C. Basically 6 points
D. Not that much 4 points
E. No way 2 points 7.「Investment loss is only short-term phenomenon。 I think maintaining the investment , the return will be recovered。」Do you agree?
A. Very much 20 points
B. Acceptable 16 points
C. Inclined to agree 12 points
D. Inclined not to agree 8 points
E. Certainly not 4 points
8.If market price drops suddenly,would you keep these necessary investment items?
A. Certainly will 10 points
B. Probably yes 8 points
C. Not sure 6 points
D. probably not 4 points
E. Certainly not 2 points
9.In which investment direction would you agree with? As your nowadays situation?
A. I hope to make a steady investment, to get fixed interest also profit from stocks,
with reduced loss risk。 4 points
B. I hope to have an investment composition, which has fixed return also profits from stock market, which can grow,in balance。 10 points
C. I hope to get returns from investment composition, but focusing on growth。 16 points
D. I invest for long-term growth purpose。 20 points
10.Your age is:
A. under 35 years old 20 points
B. 35 to 44 years old 20 points
C. 45 to 54 years old 12 points
D. 55 to 64 years old 4 points
E. above 65 years old 0 points
11. Your sex:
A. Male 10 points
B. Female 2 points
12.What’s your family annual total income?
A. lower than 30000 2 points
B. 30000 to 60000 4 points
C. 61000 to 90000 6 points
D. 91000 to 120000 8 points
E. over than 120000 10 points
13.Do you have sense of security about your futures income (like employment salary or retirement pension)?
A. Absolutely 10 points
B. considerably yes 8 points
C. Not sure 6 points
D. considerably not 0 points
E. Certainly not 0 points
14.Is your investment goal to reduce your personal income tax?
A. Absolutely not 2 points
B. Didn’t think about it 4 points
C. That’s a small part of goal 6 points
D. That’s the most part of goal 8 points
E. That is the main goal 10 points
Summarize your score,and check which is your investment disposition: Under 95 points
96-125 points
126-140 points
141-160 points
above l61 points
Standard International Company Consultoria De Investimentos Finaneiros Ltda.
Avenda Brigadeiro Faria Lima,3729 5andar Itaim Bibi-CEP 04538-905-Sao Paulo-SP-Brasil
Phone Number:55-11-3443-6268 Fax Number:55-11-3443-6378