INVESTOR PROFILE ANALYSIS

Welcome to Win Trade Markets!

Full name *

CPF or RNE number *

Mobile Number / WhatsApp *

What do you do? *

How is your current financial situation? *

Monthly income (salary, pro-labore, etc.)

Other income (rent, allowance, pension, retirement, etc.)

Real estate (house, land, apartment, etc.)

Movable property (car, motorcycle, motorboat, etc.)

Investments in financial institutions

What is the amount you intend to invest? *

Up to 10 thousand euros

Between 10 and 20 thousand euros

Between 20 and 30 thousand euros

Mais de 30 mil euros

How long do you intend to use the amount invested? *

In less than 6 months

Between 6 months and 1 year

Between 1 and 2 years

In more than 5 years

What do you intend to use the amount invested in? *

Retirement Income Supplement

New business or acquisition of goods

Emergency reserve formation

I have no definite goal

Considering that you are interested in risky products, would you invest and assume any losses in those investments? *

I would never invest. I am not comfortable with the possibility of losing part of the resources.

It would invest, but it would redeem at the slightest sign of devaluation of the investment.

It would invest but manage an acceptable loss percentage.

It would invest and would be likely to maintain the position or even invest an additional resource in that investment.

Which of the options below best defines your relationship with the financial market? *

I don't know anything and I have no interest in operating on my own

I don't know anything but I would like to learn to trade on my own

I know the financial market but I need professional guidance, since I have no experience in the area

I have academic background and professional experience in the financial market

I have no academic background in the area but I have professional experience in the financial market

What kind of investments have you made? * *

Savings

Other types of fixed income

Variable income

Actions

Exchange

Other products whose nature I do not know

How is your equity allocated to the financial market distributed? *

100% fixed income (savings, CDB, fixed income funds and bonds)

Up to 50% in variable income

Between 50.01% and 75% in variable income

More than 75% in variable income

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