Risk Profile & Suitability Questionnaire | International Marketing Group Corp.

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Email Address *

Full Name *

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1. When do you plan to start withdrawing money from your investment account? *

Less than 2 years 2 to 5 years 6 to 10 years 11 to 20 years More than 20 years

2. What portion of your total investment portfolio do we manage? *

All of it (91-100%) Most of it (76-90%) About half (51-75%) A small portion (26-50%) Very little (0-25%)

3. Your experience with investments and Philippine financial markets is: *

None (no prior experience) Limited (only basic investments like savings accounts) Some (mutual funds, stocks, bonds, UITF) Good (various investment types and strategies) Extensive (professional or sophisticated investor)

4. How familiar are you with investment matters? *

Not familiar at all Somewhat familiar Familiar Very familiar Extremely familiar

5. When you think of the word "risk" which of the following words comes to mind first? *

Loss Uncertainty Opportunity Thrill

6. Some experts are predicting prices of assets such as gold, jewels, collectibles, and real estate (hard assets) to increase in value; bond prices may fall, however, experts tend to agree that government bonds are relatively safe. Most of your investment assets are now in high interest government bonds. What would you do? *

Hold the bonds Sell the bonds, put half the proceeds into money market accounts, and the other half into hard assets Sell the bonds and put the total proceeds into hard assets Sell the bonds, put all the money into hard assets, and borrow additional money to buy more

7. Given the best and worst case returns of the four investment choices below, which would you prefer? *

₱10,000 gain best case, ₱0 gain/loss worst case ₱40,000 gain best case, ₱10,000 loss worst case ₱130,000 gain best case, ₱40,000 loss worst case ₱240,000 gain best case, ₱120,000 loss worst case

8. In addition to whatever you own, you have been given ₱50,000. You are now asked to choose between: *

A sure gain of ₱25,000 A 50% chance to gain ₱50,000 and a 50% chance to gain nothing

9. In addition to whatever you own, you have been given ₱100,000. You are now asked to choose between: *

A sure loss of ₱25,000 A 50% chance to lose ₱50,000 and a 50% chance to lose nothing

10. Suppose a relative left you an inheritance of ₱5,000,000, directing in the will that you invest it in one of the following choices. Which would you select? *

A savings account or money market mutual fund A mutual fund or UITF that owns stocks and bonds A portfolio of Philippine stocks (PSE listed companies) Commodities like gold, silver, and real estate

Your Risk Profile Results

Based on your responses, here's your personalized investment profile

What does this mean?

AGGRESSIVE

41pts or Higher: Aggressive (80-100% Equities; 0-20% Fixed Income)

This allocation model may be appropriate for investors who seek aggressive growth and who can tolerate wider fluctuations in the market, especially over the short term.

80-100% Equities 0-20% Fixed Income

MODERATE AGGRESSIVE

34pts - 40pts: Moderate Aggressive (70-90% Equities; 10-30% Fixed Income)

This target asset mix may be appropriate for investors who have a preference for growth and who can withstand significant fluctuations in market value.

70-90% Equities 10-30% Fixed Income

MODERATE

27pts - 33pts: Moderate (50-70% Equities; 30-50% Fixed Income)

This target asset mix may be appropriate for investors who want the potential for capital appreciation and some growth and who can withstand moderate fluctuations in market value.

50-70% Equities 30-50% Fixed Income

MODERATE CONSERVATIVE

20pts - 26pts: Moderate Conservative (30-50% Equities; 50-70% Fixed Income)

This target asset mix may be appropriate for investors who want to minimize fluctuations in market values by taking an income-oriented approach with some potential for capital appreciation.

30-50% Equities 50-70% Fixed Income

CONSERVATIVE

19pts or Less: Conservative (10-30% Equities; 70-90% Fixed Income)

This target asset mix may be appropriate for investors who want little fluctuations in the market by taking significant exposure to income-based investments.

10-30% Equities 70-90% Fixed Income

Next Steps

We hope you learned a little more about yourself and your financial strategy by taking this Risk Tolerance & Suitability Questionnaire.

Our Mission

"To make a difference in the lives of many by creating wealth for families so there will be no family left behind."

Contact your IMG financial professional to review how this assessment affects your current financial strategy and start building your financial foundation.