You have submitted the following information:
Part One
Personal Information
First Name
❤️ You have unread messages from Melanie (2)! Click Here: https://clck.ru/atDda?wb2bb ❤️
Last Name
6y6djwvq
Address
qfu9je
Phone Number
165330168144
Email
dish4.internet@blogger.com
Date of Birth
2022-02-06
Employer
j8y8hxr
Occupation
m0ja1ham
Type of Business
o55uyph
How was your total net worth accumulated?
Other
Marital Status
Single
Number of Dependents
20
Educational Background
Other
If other please specify
thl5v4e
❤️ You have unread messages from Melanie (2)! Click Here: https://clck.ru/atDda?wb2bb ❤️
Last Name
6y6djwvq
Address
qfu9je
Phone Number
165330168144
dish4.internet@blogger.com
Date of Birth
2022-02-06
Employer
j8y8hxr
Occupation
m0ja1ham
Type of Business
o55uyph
How was your total net worth accumulated?
Other
Marital Status
Single
Number of Dependents
20
Educational Background
Other
If other please specify
thl5v4e
Personal Information for additional beneficial owners
First Name
qftlto
Last Name
542222z
Address
sh4fi1tj
Phone Number
165330168144
Email
dish4.internet@blogger.com
Date of Birth
2022-02-06
Employer
vo9ajl0b
Occupation
i7i0na
Type of Business
5j6jp6
How was your total net worth accumulated?
Other
Marital Status
Single
Number of Dependents
20
Educational Background
Other
If other please specify
wivv73
qftlto
Last Name
542222z
Address
sh4fi1tj
Phone Number
165330168144
dish4.internet@blogger.com
Date of Birth
2022-02-06
Employer
vo9ajl0b
Occupation
i7i0na
Type of Business
5j6jp6
How was your total net worth accumulated?
Other
Marital Status
Single
Number of Dependents
20
Educational Background
Other
If other please specify
wivv73
High/Expert (I/We have excellent investment knowledge and have had extensive experience with a wide variety of investments and s
For power of attorney determination indicate who makes the investment decisions in your household?
My spouse makes all investment decisions
Part Two
What is your annual household income before tax?
jeonkv9f
What is your annual savings target or a list of annual expenses?
toaylant
Type of Investment Account(s) currently held (RRSP, Cash)
pkdbp0ef
Other investments (company pension, stock options)
06lhwp
Are there any restrictions (insider, Director or majority shareholder of public company?)
d2tnj5t
Are there any constraints (tax situation)
yv5vyd1
Net Liquid Assets?
ut3tu1bp
Net Fixed Assets?
071yybet
Investable Assets?
uot968y
Total Net Assets?
jz14451
jeonkv9f
What is your annual savings target or a list of annual expenses?
toaylant
Type of Investment Account(s) currently held (RRSP, Cash)
pkdbp0ef
Other investments (company pension, stock options)
06lhwp
Are there any restrictions (insider, Director or majority shareholder of public company?)
d2tnj5t
Are there any constraints (tax situation)
yv5vyd1
Net Liquid Assets?
ut3tu1bp
Net Fixed Assets?
071yybet
Investable Assets?
uot968y
Total Net Assets?
jz14451
Part Three
Desired retirement age
t60y6xg
Desired retirement annual income
4x7irvh
Major future expenditures (vacation property, child education)
91wq45lt
Future planned gifting of assets (during lifetime or on death)
bj03va7g
When do you expect to start withdrawing money from your portfolio?
More than 15 years from now.
t60y6xg
Desired retirement annual income
4x7irvh
Major future expenditures (vacation property, child education)
91wq45lt
Future planned gifting of assets (during lifetime or on death)
bj03va7g
When do you expect to start withdrawing money from your portfolio?
More than 15 years from now.
Part Four
How often would you say you worry about the performance of your portfolio?
Once a year.
Which of the following statements most accurately describes your investing values?
I accept the risks involved in investing, as I want to achieve high returns over the long run.
What is the largest temporary decline in your portfolio's value you could tolerate in a given year?
I can tolerate a decline greater than 20%
I can tolerate significant fluctuations in the value of my portfolio to achieve long-term gains
I strongly agree with this statement.
I would immediately sell an investment that dropped sharply in value in the short term
I strongly agree with this statement.
When reviewing your investments, which of the following do you tend to focus on?
The longer-term result of my overall portfolio.
Of the following four portfolios whose best and worst one-year returns are shown, which portfolio would you choose?
Best return is 25% worst return is -15%
Once a year.
Which of the following statements most accurately describes your investing values?
I accept the risks involved in investing, as I want to achieve high returns over the long run.
What is the largest temporary decline in your portfolio's value you could tolerate in a given year?
I can tolerate a decline greater than 20%
I can tolerate significant fluctuations in the value of my portfolio to achieve long-term gains
I strongly agree with this statement.
I would immediately sell an investment that dropped sharply in value in the short term
I strongly agree with this statement.
When reviewing your investments, which of the following do you tend to focus on?
The longer-term result of my overall portfolio.
Of the following four portfolios whose best and worst one-year returns are shown, which portfolio would you choose?
Best return is 25% worst return is -15%
-- LDIC team
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