Monthly Investment Suitability Checklist
This checklist will help to determine whether your financial profile is a good fit for our monthly investing strategy.

Best time to invest is when you have a healthy financial profile. 

We are responsible to give you the best advice there is, thus we require information below to ensure that your financial profile is suitable for this strategy.

We will contact you once we have received your details below.

All information here is strictly confidential and will only be used by Ariff Shah and its employees for the purpose of financial planning and investment. 

Ariff Shah
Associate - Financial Planning Association of Malaysia (FPAM)
Sign in to Google to save your progress. Learn more
Email *
How much do you currently save monthly? *
Bank account/ ASB/ Tabung Haji/ Fixed Deposit/ others. 
Increasing balance in your bank account can be considered as savings.
How much savings do you currently have? *
Cash/ Bank account/ ASB/ Tabung Haji/ Fixed Deposit/ only. 
If your investment falls -20% during this 3 years investment period, what are you going to do? *
You may choose more than 1 answer.
Required
Debt: Do you have any debts under your name? *
You may choose more than 1 answer.
Required
Risk management: Do you have any insurance/takaful? *
You may choose more than 1 answer.
Required
Name *
Location *
Age *
Phone Number *
Submit
Clear form
Never submit passwords through Google Forms.
This content is neither created nor endorsed by Google. Report Abuse - Terms of Service - Privacy Policy
Google Forms