Tait M - Risk Assessment

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PERSONAL RISK ASSESSMENT Risk asessmon ia tres tp process hal wil leaf isk profile, 1, Required risk is exceed withthe tun tht woul! be required 1 achieve ‘he esr’ goal/ needs acy eich recon bea os on pd Se ing eer scope Heth lke ay nsrocgamon hve den pls ge ele sou at ay gion chgu het fod your se Rowabo The io ocr ahh os bes noe aby Peon so Tin clits seh os eed pe era te weeny pg eene racecar cone Soot wi ney ih oe ele hel Patel Par ary SEIS scratchy ae Renal STiwsmert ecko ccc sneha Yee NORMAL EXPECTED RSK/RETURN PROFLE FOR VARIOUS ASSET CLASSES fen ised shore / sues ba Devan wana, cvene Hing es ng pon ae How de you rate products, ssc dadier and 1 workin the inser indy / hove worked inthis indus bole 1 Wary god Knowledge, rehome crtoge tr 1 those tow an enti NEw very lle sd nec finan guidonce the 0 knowage and/or interes ur knowledge on investments, finan nancial markers in general? el comfortable making my own Forcil Please complete he 10 questions onthe following pages. Confirm you rik proleand sign on hel poge, letthan 35 years 3¢MS yoo 48585 oor 5685 yooe— Morthon 84 yeas o f | q pera 20 wIp2iyeon nso tiny ca ce Sy O S o u ‘What dos the word ik mean ooo? ~ zo Ureatty =a — ime a ay Sy Sa o eeu ae 0 nem rect eeeeae eee heahmealion | emfertn/ aka 1S | MmeIok | ak aa ao] i o paecaeeietecn ad Sea Iie cla — Py Sal pea eal al isotrg eee See ES ent" DO L D ‘Setcnedhefeoree Welly yea" Serre rea Core ee (et eel eee ares Seen ee dee em os eae aera eee Ee Senate cae. } eeelatie a easiaiaios Last yor you ieee a lea lege Ws fon bet dy ae mang ti a Seo secre ‘ovida i caves you holo ‘mesily ond he i Set ‘ey dagcining Sra plod switmate sa vesy eee Sromlncte See= ec eT 1017 4250 Mytoalscue= Investment isk Profle Your rk pofle nay afer fom your rk elerace at pa the completed anasimen This may be resi of he required riko meet your Franca objecives a well ar you tk ‘epost css Soke he vesons below fhe aplcebi ” * ve " = Plea dic the above wih ur before confirming your ik prale below. Othe above is Not Appteabie to we [—] Our recommendatons end ivesinen plan wil bein accordance wih hi selected isk protile Risk prof cofimation fick one box please) 0 tow: 10.17 1 towso Medion: 18-25 fm: 26-93 TT) Medio igh: 94-41 = vm — ob io 2? Avior sign: Adis nome ord strom vy

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