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Client Questionnaire
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* Indicates required question
Email
*
Your email
Name
Your answer
Date of Birth
MM
/
DD
/
YYYY
Address
Your answer
Contact Information
Your answer
Occupation
Your answer
Monthly Income (net)
Your answer
Do you have a savings account?
Yes
No
Clear selection
Where do you save?
Bank
Cooperative
Online Banking (gcash, maya,
coins.ph
, etc)
Clear selection
Do you have investments like insurance life and/or non-life, St. peters, etc.
Yes
No
Other:
Clear selection
Primary investment goal: (e.g., retirement, education, wealth preservation, income generation)
Your answer
Investment time horizon: (short-term, medium-term, long-term)
Your answer
Risk tolerance: (conservative, moderate, aggressive)
Your answer
Debt obligations: (e.g., mortgages, loans)
Yes
No
Clear selection
Dependents:
Your answer
Emergency fund: (amount saved)
Yes
No
Clear selection
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