Get Investment Suitability Test Form

Filling out the Investment Suitability Test Form online is an essential step in assessing your investment preferences and risk tolerance. This guide will help you complete the form step by step, ensuring a smooth experience.

Follow the steps to complete the Investment Suitability Test Form.

1. Click ‘Get Form’ button to obtain the Investment Suitability Test Form and open it in your preferred editor.
2. Begin with the date section. Enter the current date when you are filling out the form.
3. In the next fields, provide your client's name, surname, A/C number, the name of your investment consultant, and the branch you are associated with. Ensure that all details are accurate.
4. Proceed to answer questions 1 through 10, which test your investment suitability. For each question, select the option that best represents your current situation or feelings regarding investments.
5. For question 4, if multiple asset types apply to you, select all that are relevant. The answer with the highest score will be used for score calculation.
6. Once all questions have been answered, proceed to section 11 and 12 if applicable. These sections address additional information regarding investment in derivatives and international investments.
7. After completing these questions, review your answers to ensure they are correct and complete.
8. Finally, save your changes, and download or print the form as needed, or share it with your investment consultant for further guidance.

Complete your Investment Suitability Test Form online today for a better understanding of your investment strategy.