Interactive Investor Questionnaire
互動投資者問卷

Tiger Securities Asset Management Co. Ltd. | 泰嘉證券資產管理有限公司

Client Information | 客戶資料

Account Number | 賬戶號碼:

Client Name | 客戶姓名:

Date | 日期:

Signed | 簽名:

Section A: Financial Stability | 第A部分：財務穩定性

A1. What is your current age group?
請問您的現時年齡組別是？ (1.0)

A2. What is your average annual income (HKD)?
請問您的平均年收入（港幣）？ (1.5)

A3. How many months of expenses can your emergency fund cover?
您的應急基金可應付多少個月的開支？ (1.5)

A4. What is your monthly debt repayment as a percentage of income?
您的每月債務還款佔收入的百分比是多少？ (1.5)

A5. What is the total value of your liquid assets (HKD)?
您的流動資產總值是多少（港幣）？ (1.5)

A6. How would you describe the stability of your income source?
您如何形容您收入來源的穩定性？ (1.0)

Section B: Risk Capacity | 第B部分：風險承受能力

B1. How long do you plan to hold this investment portfolio?
您計劃持有此投資組合多久？ (2.0)

B2. What percentage of your total assets is allocated to high-risk investments?
您的高風險投資佔總資產的百分比是多少？ (1.0)

B3. What is the maximum decline in portfolio value you can tolerate in a year?
您一年內能承受的投資組合最大跌幅是多少？ (2.0)

B4. What is your expected annual return on investments?
您的期望年回報率是多少？ (1.0)

B5. How prepared are you financially for a sudden economic downturn?
您在財務上對突發經濟衰退的準備程度如何？ (1.5)

Section C: Risk Tolerance | 第C部分：風險承受程度

C1. How do you feel about short-term losses for potential long-term gains?
您對為了潛在長線回報而承受短期虧損有何感覺？ (2.0)

C2. "I prefer safety of principal over high returns." Do you agree?
「我寧願保本也不追求高回報。」您同意嗎？ (2.0)

C3. How comfortable are you with investing in complex financial products (e.g., derivatives)?
您對投資複雜金融產品（如衍生工具）感到舒適嗎？ (1.5)

C4. How frequently do you monitor your investment portfolio?
您多久監控一次您的投資組合？ (0.5)

C5. If the market drops 20% in a short period, what would you likely do?
如果市場在短時間內下跌20%，您可能會怎麼做？ (1.5)

Questionnaire Results | 問卷結果

Financial Stability Score (FSS) | 財務穩定性分數: 0.00

Risk Capacity Score (RCS) | 風險承受能力分數: 0.00

Risk Tolerance Score (RTS) | 風險承受程度分數: 0.00

Total Score (Scale 1-20) | 總分 (1-20): 0.00

Please complete the form | 請完成表格

Tiger Securities Asset Management Co. Ltd. | 泰嘉證券資產管理有限公司
SFC License Numbers: Type 1, Type 4, Type 9 | 證監會牌照號碼：第1類、第4類、第9類

Risk Warning | 風險警告
English: Investment involves risks. The prices of securities may go up or down and may even become worthless. Past performance is not indicative of future results.
中文: 投資涉及風險。證券價格可升可跌，甚至可能變成毫無價值。過往表現並非未來業績的指標。

Address | 地址: B3, 29/F, TML Tower, 3 Hoi Shing Road, Tsuen Wan, Hong Kong
Phone | 電話: +852 3759 6500 | Email | 電郵: enquiry@tigersam.com.hk

Interactive Investor Questionnaire互動投資者問卷

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Interactive Investor Questionnaire
互動投資者問卷