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Are you a policyholder? :
Not a policyholder
Unit Link policyholder
The objective of your investment is:
To gain regular income to fulfill daily needs
To gain regular income and the growth of investment value
To gain maximum investment value in long term
How long do you want to invest your money?
Less than 2 years
2 – 5 years
More than 5 years
Portion of investment fund to asset
The percentage of your total asset that you want put in unit linked instrument?
Less than 35%
35% - 70%
More than 70%
How is investment to your understanding?
Beside time deposit, I never and/or very seldom invest in mutual funds/bonds/stocks and other investment instruments?
I invest in mutual funds/bonds/stocks and other investment instruments for several times, but I still need further assistance?
I invest in mutual funds/bonds/stocks and other investment instruments for many times and I can make my own investment decision.
Choose the condition that is describe your comfortable level regarding risk acceptance?
I do not like and can not accept for negative investment return
I accept risk of investment fluctuation in short term, as long as they all in control
I accept high risk of investment fluctuation, to get a high investment growth in long term
Choose your financial goal
Emergency fund and other needs
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