What is the total value of your financial assets (bank accounts, deposits, marketable securities)?
What is the current market value of the real estate you own?
What is your net monthly income?
What is the percentage of your monthly liabilities relative to your monthly income?
What is the period for which plan to hold your investments with Expat Asset Management?
What is the maximum decline in the value of your investments that you could take over a one-year period?
Which of the following statements applies most to the risk you are willing to take?
What is the average annual yield that you expect from your investment?
Which of the following statements applies most accurately to the purpose of your investment?
Which of the following statements applies most accurately to your current financial status?
Do you plan to withdraw your yield (if any) every year?
Markets are highly volatile. What would you do if the value of your entire portfolio went down by more than 5% in one month?
Which of the following financial services you have used previously?
How would you describe your previous investment experience?