SURVEY FORM INVESTMENT

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Thank for your interest. Before we proceed with consultation, kindly fill in the survey form for me to understand your situation and provide the right solution for you.

Terima kasih kerana berminat. Sebelum kita teruskan dengan rundingan, sila borang kaji selidik bagi memudahkan saya memahami situasi dan beri solusi terbaik untuk anda.

How do you know about me? (Bagaimana anda tahu tentang saya?) *

Facebook

Tik Tok

Instagram

Blog

Kenalan

PERSONAL INFORMATION (MAKLUMAT DIRI)

Fullname (Nama penuh) *

Where is your location? (Di manakah lokasi anda berada?) *

Birth Date (Tarikh Lahir) *

YYYY

Phone Number (nombor telefon) *

Email address (alamat email) *

Occupation (Pekerjaan) *

Salary (Gaji) *

Below RM 4,000 (Kurang dari RM 4,000)

RM 4,001-RM 9,000

RM 9,001 - RM 30,000

More than RM 30,000 (lebih dari RM 30,000)

Are you contribute to EPF? (Adakah anda menyumbang di KWSP?)

Yes (Ya)

No (Tidak)

Clear selection

Do you have experience in investment? (Adakah anda mempunyai pengalaman dalam pelaburan?)

Yes (Ya)

No (Tidak)

Clear selection

What is your current investment portfolio? (Apakah portfolio pelaburan anda sekarang?)

Unit Trust (Unit amanah)

Gold (Emas)

Property (Hartanah)

Share (Saham)

Others (Lain-lain)

If your investment drop 10% what will you do? (Sekiranya pelaburan anda jatuh sebanyak 10, apa yang anda akan lakukan?)

Do nothing (Tidak buat apa-apa)

Monitor the market (Memantau pasaran)

Invest more (Menambah pelaburan)

Sell your investment (Jual pelaburan anda)

Clear selection

What is your investment objective? (Apakah objektif pelaburan anda?)

To earn profit as much as I can in a short term (Untuk memperolehi keuntungan sebanyak mungkin dalam tempoh yang singkat)

To hold and have passive income after retired (Untuk pegang dan mempunyai pendapatan pasif selepas bersara)

To accumulate asset as much as I can (Untuk mengumpul aset sebanyak mungkin)

For children education (Untuk pendidikan anak-anak)

others (Lain-lain)

Clear selection

Do you have any bad experience in investment? (Adakah anda mempunyai pengalaman buruk dalam pelaburan?)

Yes (Ya)

No (Tidak)

Clear selection

Sila pilih tarikh temujanji

YYYY

Sila pilih kaedah temujanji

Temujanji atas talian

Temujanji bersemuka

Clear selection

Submit

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