Your investor profile

This questionnaire helps Finex understand your situation, goals and comfort with risk, so we can build a portfolio that fits you. It takes about 10 minutes. When you submit, your answers go directly and privately to Finex, and are used only to prepare your recommendation.

About you

Decides which products you can access

Full name Age Marital status Nationality(ies) Country of residence Number of dependentsChildren, parents or others you support Occupation Tax residence US citizen or green card holder? How stable is your income?

Your finances

Decides how much risk you can afford

Currency you earn in Monthly net income Monthly household expenses Savings you can reach within a weekIn months of expenses Debts or loans Monthly debt repayments Amount to invest now Amount you can add each month

Your goal

Decides the time horizon

Main goal for this money Target amount (optional) When will you need this money? What yearly return do you expect? Where does this money come from? Might you need part of it suddenly?

Your comfort with risk

Pick the answer closest to you

Client acknowledgement

Please read and tick each point

My answers are accurate and complete. I will tell Finex if my situation changes. Finex provides advisory services only. Finex does not hold, receive, transfer or manage my money, and does not place orders on my behalf. I open any investment account in my own name and carry out every investment decision myself. Investments can lose value. Past returns and indicative ranges are not a guarantee of future results. Finex keeps my information confidential and uses it only to prepare and review my recommendation. If Finex receives any fee or commission from a broker or product it recommends, Finex will tell me in writing.

Client full name Date

Client signatureSigned on the printed copy at the advisory meeting