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1) Your current age is: 9) When you think of the word "risk" which of the

a) under 30 following word comes to mind first?


b) 30 - 40 a) thrill
c) 41 - 50 b) opportunity
d) 51 - 60 c) uncertainty
e) above 60 d) loss
2) How much do you depend on your total income 1! "f o#er a three$month period% an in#estment you
for meeting your e&penses? owned lost 2' and the o#erall stock market lost
a) < 25% 2'% what would you (e most likely to do?
b) between 25% 50% a) buy more o the investment
c) between 50% !5% b) do nothin" with the investment
d) above !5% c) wait or the stoc# to re"ain the loss$ then sell it
d) sell and "o bac# to i%ed deposit
)) You pro#ide financially support to: 11) You are in a game show with following options
a) only yoursel and&or wor#in" spouse to choose! *he option appealing to you is
b) yoursel and non-wor#in" spouse a) 10% chance o winnin" 25 times o annual income
c) yoursel$ non-wor#in" spouse and 1 dependent b) 25% chance o winnin" 15 times o annual income
d) yoursel$ wor#in" spouse$ children and parents c) 50% chance o winnin" 5 times o annual income
e) non-wor#in" spouse$ children and parents d) cash worth one time o your annual income
12) +lease estimate how long you will lea#e your
,) You are - in#estment in place until you e&pect to
a) owner o your dream house withdraw it?
b) livin" with parents in inherited house a) less than 1 year
c) own a house or which you pay home loan b) rom 1 3 year
d) presently savin" to buy a house c) rom 3 to 5 year
d) more than 5 year
.! Your /o(0(usiness in coming future:
a) may decrease substantially
a) ' still remain conident to overcome obstacle
b) may decrease moderately
c) will remain almost the same c) ' view it as personal ailure
d) will "row moderately d) ' eel "uilty
e) will "row substantially
1! 2escri(e your knowledge and e&perience a(out 1,) How much is your e&isting in#estments worth as
in#estments: a multiple of your current annual income?
a) amiliar and e%perienced a) 3 years and above
b) not too amiliar but e%perienced b) between 2-3 years
c) amiliar but not e%perienced c) between 1-2 years
d) not amiliar and not e%perienced d) between 6 months-1 year
e) < 6 months
3) How many years you think you can sa#e 1.) *he ideal range of end #alue of in#estment of
(efore your financial goals arise? 4s! 1%0$ for you would (e
a) < 5 years a) best case 250$000&- worse case 60$000&-
b) 5 - 10 years b) best case 200$000&- worse case (0$000&-
c) ) 10 years c) best case 160$000&- worse case 100$000&-
d) already enou"h & met d) best case 150$000&- worse case 110$000&-
5) 6fter you make an in#estment% you typically feel:
a) preservin" wealth a) are stable and protect a"ainst loss even i it means low returns
b) "eneratin" re"ular income to meet current re*uirements b) have little ris# o short-term$ and oer some opportunity
c) balance current income and lon" term "rowth or lon"-term "rowth
d) lon" term "rowth c) have moderate ris# o short-term loss$ but oer moderate
+pportunity or lon"-term "rowth
d) have hi"her ris# o short-term loss$ but oer very hi"h
opportunity or lon"-term "rowth
1)) How do you feel when your financial decision goes
wrong?
b) ' "enerally don,t ta#e ris# because o which ' suer inancial
loss
11! When it comes to in#esting% are you most comforta(le
with in#estments that:
1 10 6 4 1 0
2 20 14 11 4 0
3 14 11 6 3 1
4 14 11 6 1 0
5 1 3 6 11 14
6 10 6 4 1 0
! 3 6 11 14 0
( 0 5 10 20 0
- 10 ! 3 1 0
10 20 14 10 4 0
11 20 14 11 6 0
12 0 5 10 20 0
13 20 14 10 4 0
14 20 14 11 6 3
15 14 11 6 3 0
16 1 4 6 10 0
TOTAL
10
0
1
6
11
10
6
5
!
20
11
20
20
20
11
1
15-