Client Suitability Form

Assess a client's life stage, investment knowledge, and risk tolerance before recommending an insurance or investment product.

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What is your present life stage?

Young, single Married, no children Married, with children Pre-retirement Retired

What is/are your objective(s) in purchasing our product?

Wealth accumulation Retirement planning Education fund Protection/insurance Tax planning

How much is your knowledge of investment?

None Basic Moderate Extensive

How many years have you been investing in stocks, bonds, and mutual funds/ UITFs?

None Less than 1 year 1-3 years 3-5 years More than 5 years

How would you best describe your investment objective and the level of risk you can take?

Conservative Moderate Aggressive Very aggressive

How much are you willing to invest in higher-risk investments?

None Up to 25% 25-50% More than 50%

How long can you keep your money invested to achieve your financial goals?

Less than 1 year 1-3 years 3-5 years More than 5 years

How long can you keep your financial situation?

Stable Improving Uncertain Declining

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