Investments: Pension Plans
Request For Information or Quotation
you currently working with a financial planner or investment funds advisor?
you seeking a second opinion or other options?
Section 1 - Your Investments
What is the purpose behind your investment in this plan? Please select
the most appropriate one.
What products are you interested in? You may select multiple options.
Section 2 - Your time horizon and income needs
In approximately how many years will you be retiring from work?
What percentage of the investments in this plan do you expect to spend
within the next five years?
Based upon the investments you will hold in this plan, approximately
how many years do you expect it will be before you will need most of
Section 3 - Your investment knowledge
Please note: The following questions are not mandatory.
People have varying levels of experience when it comes to investing.
Please indicate which one of these statements best describes your current
I have no experience in investing in anything other than term deposits
or guaranteed investment certificates.
I understand basic investment principles but do not know how to translate
this into a suitable investment strategy.
I have invested a little money in investment funds or other securities.
I invest my long-term savings primarily in investment funds.
I follow the markers closely and actively manage my investment portfolio.
Section 4 - Your risk profile
Please indicate which statement most accurately describes your overall
view on investing money.
I am prepared to sacrifice potentially higher long-term investment returns
to avoid ups and downs in the growth of my investments.
I can tolerate moderate ups and downs in the growth of my investments
to achieve potentially higher long-term returns.
I am interested in trying to achieve higher long-term growth of my investments
and am unconcerned about short-term
ups and downs.
How comfortable are you with accepting more fluctuations in
the value of your investments in order to receive potentially higher
what extent do you agree with the following statement: Day-to-day changes
in the value of my investments do not bother me.
To what extent do you agree with the following statement: Investment
losses are a short-term situation. I expect that any losses I may incur
will be recovered by holding onto my investments.
I am willing to hold onto an investment even when its value suddenly
Each of the following statements reflects a specific investment objective.
Based on your current situation, please indicate which one best describes
I want investments that provide regular interest and dividend returns
with lower risk of investment loss.
I want a balance of interest and dividend income along with growth in
my investment portfolio.
I want some income but am more interested in growth in my investment
I am only interested in maximizing growth over the long term.
What percentage of your current investments are held in stocks or investment
funds containing primarily equities?
Section 5 - Your personal information
What is your current age?
Your annual family income falls into which of the following categories:
Please indicate the level of certainty you feel about your future income
security, such as employment or pension income.
what extent do you choose your investments to minimize your personal
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