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YOUR OBJECTIVES |
In considering your objectives below, it is advisable to estimate the term over which you would like them to be achieved. The following indications may help you in this.
S = Short Term - up to 5 years
M = Medium Term - 5-10 years
L = Long Term - over 10 years
Please indicate in each of the sections below those areas where you require advice showing your order of priority (eg 1, 2, 3 etc) risk attitude and your preferred investment term.
Priority Risk Category Term
(Minimal/Low/ (S, M, L)
Moderate/High)
Investments
Adequate cash reserves Yes q No q ____________ ______________ _________
Growth maximisation Yes q No q ____________ ______________ _________
Income maximisation Yes q No q ____________ ______________ _________
Balance of growth/income Yes q No q ____________ ______________ _________
Review of existing
arrangments Yes q No q ____________ ______________ _________
Pensions
Funding for retirement Yes q No q ____________ ______________ _________
Priority Risk Category Term
(Minimal/Low/ (S, M, L) Moderate/High)
Pension options at retirement Yes q No q ________ _______________ ________
Review of existing arrangements Yes q No q ________ _______________ ________
_
Protection
Life Cover Yes q No q ________ _______________ ________
Health Cover Yes q No q ________ _______________ ________
Estate preservation Yes q No q ________ _______________ ________
Review of existing arrangements Yes q No q ________ _______________ ________
Loan arrangements
Mortgage(s) Yes q No q ________ _______________ ________
Other loan(s) Yes q No q ________ _______________ ________
Review of existing arrangements Yes q No q ________ _______________ ________
What type of investments are you prepared to consider?
Bank/Building Society accounts Yes q No q Possibly q
National Savings Investment Bonds/Certificates Yes q No q Possibly q
Guaranteed Income/Growth Bonds Yes q No q Possibly q
Gilts, fixed interest stock, preference shares Yes q No q Possibly q
Life Assurance policies Yes q No q Possibly q
Insurance Company Investment Bonds Yes q No q Possibly q
Unit trusts, Investment Trusts’ etc. Yes q No q Possibly q
Individual Savings Accounts (ISAs) Yes q No q Possibly q
Equities Yes q No q Possibly q
EZT, EIS, VCT Yes q No q Possibly q
Offshore Investments Yes q No q Possibly q
Others, please give details _______________________________________
What Investments or markets are you not prepared to consider?
Please give details:
Summary of your expectations relative to your objectives