Investor Questionnaire
(Registered)
Investor Questionnaire
(Non-Registered)

Investor Questionnaire (Non-Registered)

*Name:

*Email:

*Phone:

1
When do you anticipate you will need to start drawing on this money?
2
Which of the following would you say best reflects your current knowledge of, and experience with investing?
3
Which would you say best describes your investment goals?
4
How would you describe your comfort level should the value of your investments decline in the short term?
5
Within what range would you estimate your net worth, excluding your principle residence?
6
What level of assets will your family be investing with us?
7
Within what range would you estimate your annual income?
8
What is the likelihood that you will need to draw on the money invested in this account before your expected investment time

horizon?

9
Antispam Question
What is the missing digit in this string? 15, 20, ..., 45, 65