INVESTOR PROFILE ANALYSIS
Welcome to Win Trade Markets!
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? *
Other types of fixed income
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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