BMI Funds Management Limited Home Sitemap 日本語 Korea 繁體 简体 ENG
Market Update Independent Asset Management Customer Service About Us Member Area
Forgot your ID/Password?
  Risk Assessment Questionnaire    
This questionnaire is designed to help you assessing your attitude towards investment risk. Perhaps it may not exactly match with your current attitude, but it can show the profile that you fit into. Moreover, it can also provide some indication of the overall general attitude towards risk for a typical investor displaying your personal investment characteristics.
1. Which age range are you in?
Between 18 and 30
Between 31 and 45
Between 46 and 55
Between 56 and 65
Over 65
2. How much is your monthly household income that can be available for investment?
Less than HKD5,000
Between HKD5,000 and HKD20,000
Between HKD20,001 and HKD40,000
Between HKD40,001 and HKD60,000
Over HKD60,000
3. What is your current net worth? (excluding your own use property)
Less than HKD100,000
Between HKD100,001 and HKD500,000
Between HKD500,001 and HKD2,000,000
Between HKD2,000,001 and HKD5,000,000
Over HKD5,000,000
4. How many hours do you spend on studying financial news/information on a daily basis?
Less than 1 hour
Between 1 hour and 3 hours
Between 3 hours and 6 hours
Over 6 hours
5. Are you currently holding any of the below investment products?
Cash, deposits
Certificates of deposit, capital protected products, bonds, bond funds and all of the above
Foreign currencies, non capital protected currency linked structured products and all of the above
Stocks, open-end funds excluding bond funds and money market funds, non capital protected equity linked structured products, investment-linked insurance plans, commodities and all of the above
Options, futures, warrants and all of the above
6. How many years have you invested in high risk investment (including 'buy and hold' and active trading)? High risk investment products include stocks, unit trusts, foreign currency trading, commodities, structured investment products, warrants, options, futures, investment-linked insurance plans.
Less than 3 years
Between 3 years and 6 years
Between 6 years and 10 years
Over 10 years
7. Approximately what is the percentage of your assets in high risk investment products? Please refer to Question 6 for examples of such products.
Less than 20%
Between 20% and 50%
Between 50% and 70%
Above 70%
8. Which kind of return shown below is the most comfortable for you?
9. What time frame would you generally be comfortable with high risk investment?
Less than 1 year
Between 1 year and 3 years
Between 3 years and 6 years
Between 6 years and 10 years
Over 10 years
10. How much have you put aside for emergency?
Less than 3 months of your household expenses
Between 3 months and 6 months of your household expenses
Between 6 months and 9 months of your household expenses
Over 9 months of your household expenses
Disclaimer: This questionnaire is provided by BMI Funds Management Limited. The results of this questionnaire are derived from information that you have provided to us, and only serve as a reference for your consideration when making your own investment decisions. This questionnaire and the results are not an offer to sell or a solicitation for an offer to buy any financial products and services and they should not be considered as investment advice. BMI Funds Management Limited accepts no responsibility or liability as to the accuracy or completeness of the information given. Personal information collected in this questionnaire will be kept confidential by BMI Funds Management Limited. The information may be used by BMI Funds Management Limited, its subsidiaries or affiliates under a duty of confidentiality to BMI Funds Management Limited, for designing and/or marketing of financial products and services.