Title: Mr.Ms.Mrs.Dr.Prof. ID Number: First Name: Surname: Investment Plan: RATFSAFLEXIPRESERVER Policy Number: 1. Term of your Investment: Within 3 years (15)Between 3 – 5 years (35)More than 5 years (50) 2. Is a withdrawal expected in 3 years? If yes, what percentage of the current fund value?: No 40)Less than 25% (30)25% to 50% (15)More than 50% (10) 3. Positive returns are important even if I get money market rate return!: Strongly agree (2)Agree (4)Neutral (6)Disagree (8)Strongly disagree (10) 4. I am a long-term Investor. Short term Losses can be tolerated!: Strongly agree (10)Agree (8)Neutral (6)Disagree (4)Strongly disagree (3) 5. Beating Inflation over the Long Term is more important to me than Short Term Stable Returns: Strongly agree (10)Agree (8)Neutral (6)Disagree (4)Strongly disagree (2) 6. If you could increase your chances of Higher returns by taking on more risk, would you: Be Willing to take a lot more risk with your entire investment? (20)Be Willing to take a lot more risk with a portion of your investment? (16)Be Willing to take a little more risk with your entire investment? (12)Be Willing to take a little more risk with a portion of your investment? (8)Be unlikely to take any investment risk? (4) 7. What percentage of your investment will you need to draw, and by what date?: 10%20%30%40%50%60%70%80%90%100% 8. What is the time horizon for the whole investment? : 3yrs4yrs5yrs6yrs7yrs8yrs9yrs10yrs11yrs12yrs13yrs14yrs15yrs16yrs17yrs18yrs19yrs20yrs21yrs22yrs23yrs24yrs25yrs
