Expat - Survey

Age

18-25 25-35 35-50 50-65 Over 65

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What is the total value of your financial assets (bank accounts, deposits, marketable securities)?

Up to EUR 5 000 Between EUR 5 000 and 25 000 Between EUR 25 000 and 50 000 Between EUR 50 000 and 100 000 Over EUR 100 000

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What is the current market value of the real estate you own?

I do not own any real estate Up to EUR 100 000 Between EUR 100 000 and 250 000 Between EUR 250 000 and 500 000 Over EUR 500 000

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What is your net monthly income?

Up to EUR 1000 Between EUR 1000 and 2500 Between EUR 2500 and 5 000 Between EUR 5 000 and 10 000 Over EUR 10 000

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What is the percentage of your monthly liabilities relative to your monthly income?

Up to 20% Between 20 and 40% Between 40 and 60% Between 60 and 80% 100%

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What is the period for which plan to hold your investments with Expat Asset Management?

Between 1 and 5 years Between 5 and 10 years Between 10 and 15 years Between 15 and 30 years Over 30 years

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What is the maximum decline in the value of your investments that you could take over a one-year period?

0-5% 5-10% 10-20% Over 20%

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Which of the following statements applies most to the risk you are willing to take?

You expect maximum return on the invested amount and you are ready to accept greater losses due to a possible sharp drop in prices. You prefer a balanced investment with a significant long-term growth of the invested capital. You understand and accept the fact that it is possible and normal for periods of lower or negative yield to occur from time to time. You are conservative, and you expect a small but stable yield, while you will accept only a small loss of the initial funds invested.

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What is the average annual yield that you expect from your investment?

1-3% 3-5% 5-8% Over 8%

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Which of the following statements applies most accurately to the purpose of your investment?

I am a long-term investor and I will not consider withdrawing funds until I reach my investment goals I plan withdrawing part of my funds in the next 12-18 months I depend on the return from this investment and I plan regular withdrawal of funds

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Which of the following statements applies most accurately to your current financial status?

My current monthly earnings are limited, and it is possible to withdraw some or all of my investment if needed much earlier than the planned investment horizon My current monthly earnings fully cover my expenses and I would withdraw part or all of the investment only in case of emergency My current financial condition is stable and even in an emergency I would not withdraw part or all of my investment The invested amount is a small percentage of my total savings and I do not plan to withdraw part or all of it before reaching the planned investment horizon

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Do you plan to withdraw your yield (if any) every year?

Yes, I do intend to withdraw the annual yield from my investment I would withdraw part of the annual yield every year No, I prefer the yield to increase my investment and be reinvested No, I would rather transfer additional funds to my account regularly

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Markets are highly volatile. What would you do if the value of your entire portfolio went down by more than 5% in one month?

I would close my account I would sell part of my assets in order to decrease the risk I would keep all the positions and will wait for better time I would increase my investment, and I would even increase the risk profile of my account

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Which of the following financial services you have used previously?

Execution of trading orders entirely under my initiative and judgment Investment advice or recommendation of an investment intermediary or an asset manager Managed (discretionary) account services None

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How would you describe your previous investment experience?

I have no experience I have experience in investing through funds and/or managed (discretionary) account I have experience trading by myself with different securities I have extensive experience and knowledge for investments in different types of instruments

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