Client Suitability Assessment

JavaScript isn't enabled in your browser, so this file can't be opened. Enable and reload.

This form aims to help you come up with a customized financial plan by determining your financial need(s) and risk appetite. Please note that any personal information that you share will be treated with strictest confidentiality, professionalism and integrity. Again, strictest confidentiality of your answers will be observed.

Email *

FINANCIAL NEEDS ANALYSIS

I. What is your present life stage? (Choose one) *

II. What is/are your objective(s) for purchasing our product? (Choose all the apply) *

INCOME PROTECTION - Money to protect against financial setbacks (e.g. death, accident, disability)

HEALTH PROTECTION - Money to cover medical expenses (e.g. critical illness, hospitalization, etc.)

EDUCATION - Money for your child's college education

RETIREMENT - Money for a comfortable retirement

LIFE MILESTONES - Money for your life milestones and other needs (e.g. Travel, Car, House)

ESTATE TRANSFER - Money to efficiently transfer wealth to loved ones

Required

III. What type of product(s) are you looking for to meet your objective(s) above? (Choose all that apply) *

INSURANCE - Insurance product without any savings or investment component (e.g. term insurance)

INSURANCE WITH SAVINGS - Insurance product with savings but without investment element (e.g. traditional participating policy)

INSURANCE WITH INVESTMENT - Insurance product with investment risks borne by you (e.g. variable unit-linked)

INVESTMENT - Investment product with no insurance protection. Risks borne by you. (e.g. mutual funds)

Required

IV. For how long are you able and willing to contribute and keep THIS application? (The longer you contribute, the higher possible future funds) *

V. Approximate Investible Assets Per Month *

Clear form

Never submit passwords through Google Forms.

Forms

This content is neither created nor endorsed by Google.