Globalink Securities and Wealth Management Financial & Investment Questionnaire

Personal Information

Financial Situation

Risk Tolerance & Investment Objectives

NoneUnder 5 years5-10 years10-15 years15-20 yearsup to 20 years
Mutual funds
None
Under 5 years
5-10 years
10-15 years
15-20 years
up to 20 years
Stocks
None
Under 5 years
5-10 years
10-15 years
15-20 years
up to 20 years
Bonds
None
Under 5 years
5-10 years
10-15 years
15-20 years
up to 20 years
Options
None
Under 5 years
5-10 years
10-15 years
15-20 years
up to 20 years
Structure Products
None
Under 5 years
5-10 years
10-15 years
15-20 years
up to 20 years
Variable annuities
None
Under 5 years
5-10 years
10-15 years
15-20 years
up to 20 years
ETFs
None
Under 5 years
5-10 years
10-15 years
15-20 years
up to 20 years
REITs
None
Under 5 years
5-10 years
10-15 years
15-20 years
up to 20 years
Limited partnerships/Private Placements
None
Under 5 years
5-10 years
10-15 years
15-20 years
up to 20 years

Additional Information

Declaration: I hereby confirm that the information provided above is accurate to the best of my knowledge.

Clear Signature

Remember to tailor the questionnaire according to the specifics of your clientele and the investment state.