1.	How old are you ?
	Younger than 36 years old
	Between 36 to 50 years old
	Between 51 to 60 years old
	Older than 65 years old
2.	How much is your monthly family income ?
	Less than HK$10,000
	Between HK$10,000 to HK$30,000
	Between HK$30,001 to HK$60,000
	Between HK$60,001 to HK$100,000
	Over HK$100,000
3.	Which of the following statements best describes your expected future earnings over the next five years ?
	Expected earnings will drop because of retirement, job change, etc.
	Expected earnings will slightly increase (just enough to match inflation)
	Expected earnings will increase (higher than the inflation rate)
	Expected earnings will significantly increase because of an expected promotion, job change, etc.
4.	How many dependents (e.g. children, parents) do you have ?
	No
	one to two
	three to four
	more than four
5.	How much is your personal net worth (assets less liabilities) ?
	HK$1,000,000 or below
	HK$1,000,001 to HK$2,500,000
	HK$2,500,001 to HK$5,000,000
	Over HK$5,000,00
6.	When are you planning to retire ?
	I have already retired
	Within the next 5 years
	Between 6 to 10 years from now
	Between 11 to 20 years from now
	More than 20 years later
7.	Do you have any emergency fund (savings of at least 6 months of after-tax income) ?
	No
	Yes, but less than 6 months
	Yes, more than 6 months but less than 2 years
	Yes, I have an adequate emergency fund, more than 2 years
8.	What is your monthly disposable income for savings/investment after deducting repayment of mortgage and personal debt, etc. ?
	Less than 10 %
	10 % - 29 %
	30 % - 50 %
	More than 50 %
9.	Which of the following statement best describes your investment capability ?
	I do not know how to invest
	I only know a little about investment
	I am a sophisticated investor
10.	Your investment objective is :
	Capital Preservation
	Provide Income
	Provide income and long term capital growth
	Provide the highest potential return
11.	How long will you expect to encash your investment ?
	1 year
	1 - 2 years
	2 - 4 years
	4 - 5 years
	More than 5 years
12.	Have you ever invested in unit trusts, foreign exchange, equities, warrants, futures or options ?
	No, because I would be uncomfortable with the risk involved.
	No, but I would be comfortable with the risk involved.
	Yes, but I was uncomfortable with the risk involved.
	Yes, and I was comfortable with the risk involved.
13.	What percentage of a price drop in a stock or unit trust you own would make you feel uncomfortable ?
	Less than 10 %
	10 至25 %
	25 至50 %
	Over 50 %
14.	What is your expected annual rate of return of your investment ?
	Up to 2 % above inflation rate
	2 % to 5 % above inflation rate
	5 % to 10 % above inflation rate
	Greater than 10 % above inflation rate