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Investor Suitability Assessment

Please complete the following questionnaire to determine your investor type

What is the net value of your financial assets (excluding primary residence)?

Less than HKD/SGD 1 million HKD/SGD 1-5 million More than HKD/SGD 5 million

What is your annual personal income in the past year?

Less than HKD/SGD 200,000 HKD/SGD 200,000 - 500,000 More than HKD/SGD 500,000

What is your investment experience?

Beginner, less than 1 year Intermediate, 1-3 years Experienced, more than 3 years

What is your risk tolerance?

Conservative, cannot accept capital loss Moderate, can accept small fluctuations Aggressive, can accept significant volatility

Have you invested in private funds or structured products before?

No Yes, but limited experience Yes, with extensive experience