Ayomi
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Appropriateness and Suitability Questionnaire
Please indicate your age.
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>60
50 - 60
35 - 49
<35
What is your level of education?
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Primary education
Secondary School
University Degree/College
Masters/PhD
Is your current profession related to the financial services sector?
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Within the financial services sector
Not related to the financial services sector
How long have you been trading/investing in Shares or any other financial products?
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> 3 years
1-3 years
Less than 12 months
Never traded such products
Which of the following instruments have you traded?
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Forex/CFDs/Spread Betting/Shares/Bonds
Other Leveraged Products
No trading experience
What is your knowledge about the financial services sector and capital markets?
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No knowledge
Some knowledge/Novice
In-depth
What is your attitude regarding investments?
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Loss is not acceptable, regardless of whether the investment has the potential to generate better returns.
A small loss on the principal amount is acceptable, if the investment has the potential to generate better returns.
Losses on the principal amount are acceptable, if the investment might generate a higher return
Prefer a high return; no reservations regarding the investment
What kind of risk mitigation tools and knowledge can a trader have to protect his investment?
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Monitor economic news, continuously develop their relevant knowledge, and read educational material
Do not risk investing a big amount, but invest a small amount
None of the above
In certain period of time, return from safest investment (i.e. bonds) could be less than inflation and diminish one’s purchasing power, which of the following best describes your investment preference?
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Full protection of principal despite lower returns than inflation.
Risk of small loss is acceptable in order to maintain return higher than the inflation rate
Take some risks for higher returns than the inflation rate for some extent
Take risk at full level in order to gain highest returns compared to the inflation rate
What is the approximate anticipated amount available to invest with us within the next 12 months?
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Up to €5,000
€5,000 - €10,000
€10,000 - €50,000
More than €50,000
What is your annual net income?
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Less than €15,000
€15,000 – €25,000
€25,000 – €50,000
€50,000 – €100,000
More than €100,000
What is your estimated Net Worth (Total Assets – Total Liabilities)?
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Less than €100,000
Between €100,000 and €500,000
Between €500,000 and €1,000,000
More than €1,000,000
What is the source of your income?
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Employment/Salary/ Pension
Dividends/ Interest/ Coupons
Rents
Donations/ Inheritance
Investments
Other source of income
Which is the country of origin of funds?
What is your intended purpose and nature of transactions?
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Hedging/Investment
Speculation
Risk Management/Diversification
What is your investment horizon, intended average period of holding the investment?
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Up to 1 year
Over 1 years
What is your investment objective?
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Long-term capital appreciation
Short-term secure investment
Short-term trading profits
What level of loss would you be willing to accept?
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Less than 5%
Between 5% - 10%
Between 11% - 15%
Between 16% - 20%
Over 20%
Please state, if you hold or held any prominent public function/s in the last twelve months.
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No
Yes
Please state, if you have any relationship (e.g relative, associate) with a person, who holds or held any public position during the last twelve months.
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No
Yes
Are you a US resident for tax purposes, or are you related in any way with the USA?
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No
Yes
PRODUCT GOVERNANCE
Please select one of the below statements:
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I only take risks that might decrease my invested capital under extreme circumstances.
I can risk a part of my invested capital in order to reach a higher-than-average return.
I can risk a part or entire of my invested capital, hoping that I will get higher returns.
Which of the following statement is more appropriate for you?
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The most important to me is the safety of my capital. Thus, in order to avoid any loss, I am ready to give up higher returns
In order to get higher returns than average, I accept taking higher risks and I am ready to accept the slight decrease of my capital.
For high returns I am ready to take high risks, even if part or whole of my capital is at risk.
Which is most relevant to your investment style?
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Capital preservation
Income growth
Speculation
Hedging
Based on your expectations, what is the annual fluctuation of your portfolio’s value that you are willing to accept?
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more or less 5%
more or less 10%
more or less 25%
more or less 50%
What is the time horizon of your investment objectives?
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Up to 1 year
Between 1 and 3 years
Between 3 and 5 years
More than 5 years
What is your investment goal?
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Short term liquidity management in order to cover unexpected expenses.
Long term savings.
Make high profits even at the risk to lose the invested amount
Submit