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FINANCIAL INFORMATION & SUITABILITY ASSESSMENT:

Your Highest Education Background:

Your Gross Annual Income:

Your value of financial assets (net of any related liabilities) including deposits and investments:

Your experience level in Finance or Investments:

Your Net Worth (including fair value of primary residence, less any unpaid debt or liabilities, limited to an amount of up to S$1 Million):

Your Professional Qualifications related to Finance or Investments:

If YES, please provide details:

Your Source of Funds being used to Invest:

Your Investment Returns Preference:

Your Investment Objective:

Any speculative or “high-risk” Investments made in past 5 years:

I am prepared to hold onto investments for long-term such as 10 years or more without cashing out:

Your Preferred Investment Horizon:

I understand and accept that all investments involve risk of loss of some or all capital: