1 What is your age? 阁下的年龄是?
Under 25 years old / 25岁以下
Between 25 to 34 / 25至34岁
Between 35 to 45 / 35岁至45岁
Over 45 years old / 45岁以上
How many years of experience do you have on investment? 阁下有多少年投资的经验?
More than 10 years / 多於10年
7 to 10 years / 7至10年
3 to 6 years / 3至6年
1 to 3 years / 1至3年
No experience / 沒有任何经验
Have you ever engaged in derivatives? 阁下曾否参与买卖金融衍生产品?
What is your purpose for engaging derivatives? 阁下参与衍生产品买卖的用途是什么?
Hedging / 对冲
Speculative / 投机
Both / 两者皆是
What percentage do you tend to put in investment from your income? 阁下倾投向投放多少百分比的收入用作投资?
Less than 10% / 少於10%
10 to 25% / 10至25%
26 to 35% / 26至35%
36 to 50% / 36至50%
More than 50% / 多於50%
What is your ideal investment tenor? 阁下的理想投资年期是多少?
Less than 1 year / 一年以內
1 to 3 years / 1至3年
4 to 6 years / 4至6年
7 to 10 years / 7至10年
More than 10 years / 多於10年
What is your expected return on investment in 1 year? 阁下在一年内的预期投资回报是多少?
1 to 10% / 1至10%
11 to 20% / 11至20%
21 to 30% / 21至30%
31 to 40% / 31至40%
More than 40% / 40%以上
Which of the following statement would best describe your attitude and status? 阁下认为以下那一段陈述较能形容您的投资态度和状况?
I am confident on investment;I have adequate experience and knowledge that enable me to make my own decision / 我对投资有相当的自信;我有足够的经验和知识让我作出判断
I am not always engaging on investment;I have general knowledge on on investment / 我不经常参与投资活动;我对投资有一般的认知
I am not not very confident on investment; I have limited knowledge on investment and not comfortable to make my own decision / 我对投资没有太大信心;我对投资只有有限的认知,而且没有信心作出个人判断
What is your strategy while facing a significant drop of your stocks? 当面对持有的股票急挫时.阁下会采取什么对策?
Sell off all the stocks you hold instantly / 立即沽售所有持有的股票
Sell off your stocks partially and sell the other part of your stock if it continues to drop / 沽售部份股票,若其持续下跌时沽出其余的股票
Continue to hold the stocks and keep your long term investment strategy / 采用长期投资法并继续持有股票
Hedging strategy activated to reduce loss / 以对冲的方法减少损失
If there is a high return project with high risk, what percentage of capital you will invest on? 若有一个高潜在回报但高风险的投资项目,阁下会用多少百分比的资金投资该项目?
I am not interested in high risk project / 我对高风险的投资不感兴趣
Lower than 10% / 少於10%
11 to 20% / 11至20%
21 to 30% / 21至30%
31 to 40% / 31至40%
More than 40% / 多於40%