风险承担能力问卷（适用于产品目标有投资保险计划）（3页）.pdf-业务单证-保险资料库

风险承担能力问卷（适用于产品目标有投资保险计划）（3页）.pdf

(准)保单持有人姓名 Name of Policyholder

(准)受保人姓名 Name of Insured

要保书 / 保单号码 Application / Policy No.

第一部份风险取向问卷（适用于个人）

Part 1 Risk Profile Questionnaire For Individuals

本问卷旨在评估典型投资者的风险承受能力及态度，并协助客户理解其一般风险取向以作投资适合性评估之用。

This questionnaire is designed to assess the risk

tolerance and attitude of typical investors

and assist our Clients to understand their

general risk profiles for the purpose

of investment suitability assessment.

请在每一题选择一个最合适答桉及将相应的评分填在结果栏

Please choose a most appropriate answer in each

question and fill in the relevant score in the Result column.

评分 Score Result 结果

1. 您的投资目标是什麽？ What is your investment objective？

□ (a) 保存本金 To preserve capital

分享到：