Determination of the Investment Profile

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Determination of the Profile

Please provide a clear answer to all questions on the survey

What rate of return do you expect
(in annual percentage, in dollars)?

Higher than
the inflation rate.

Inflation rate

Below than
the inflation rate.

What goals do you set for yourself
when investing?

Ensuring the safety
of investments The balance between
preservation
and potential growth Maximizing income

How long do you plan to invest your funds?

‹1 year

1-3 years

3-5 years

›5 years

How would you react if there's
a market downturn and the value
of your investment portfolio decreases?

I will sell
everything
immediately I will replace all the
assets
in my portfolio
with minor price
fluctuations
When the portfolio's value
decreases by 30% I will sell part
of the assets
When the portfolio's value
decreases by 15% I will leave the portfolio
unchanged
or I will invest in assets
that have become cheaper

What portion of your portfolio
can be liquidated in case
of significant unforeseen expenses?

100%

70%

30%

Continue

What types of financial assets
have you invested in?

Deposits,
real estate

Great experience Minor experience No experience

Stocks, bonds,
mutual fund shares

Great experience Minor experience No experience

Structured products,
derivative
instruments
(options, futures, swaps)

Great experience Minor experience No experience

Continue

Please indicate the difference between
your average monthly income and expenses
over the past 12 months

Income equals expenses Income exceeds expenses Income significantly
exceeds expenses

Assess your financial situation
and indicate what portion of your savings
you plan to invest with our company

100%

0% is planned to be invested
in our company

100% is planned to be invested
outside our company

Next, you'll be able to receive a description and confirm your profile

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Determination of the Investment Profile

Determination of the Profile

What rate of return do you expect (in annual percentage, in dollars)?

What goals do you set for yourself when investing?

How long do you plan to invest your funds?

How would you react if there's a market downturn and the value of your investment portfolio decreases?

What portion of your portfolio can be liquidated in case of significant unforeseen expenses?

What types of financial assets have you invested in?

Deposits, real estate

Stocks, bonds, mutual fund shares

Structured products, derivative instruments (options, futures, swaps)

Please indicate the difference between your average monthly income and expenses over the past 12 months

Assess your financial situation and indicate what portion of your savings you plan to invest with our company

What rate of return do you expect
(in annual percentage, in dollars)?

What goals do you set for yourself
when investing?

How would you react if there's
a market downturn and the value
of your investment portfolio decreases?

What portion of your portfolio
can be liquidated in case
of significant unforeseen expenses?

What types of financial assets
have you invested in?

Deposits,
real estate

Stocks, bonds,
mutual fund shares

Structured products,
derivative
instruments
(options, futures, swaps)

Please indicate the difference between
your average monthly income and expenses
over the past 12 months

Assess your financial situation
and indicate what portion of your savings
you plan to invest with our company