We'll ask you five questions to begin with. We'll get to know each other later.
How old are you?
18-35
35-55
55-65
Over 65
How experienced are you with financial instruments?
Little and I've never used them
I invest little and I usually get advice
I have good knowledge and decide for myself
I have good knowledge but I prefer to be recommended by a professional
I have excellent knowledge and experience
Your goal is to:
Preserve the invested capital
Create a security for my pension
Risk little to get a small return
Achieve good performance and achieve my goals faster
Achieve significant returns by withstanding increased volatility
In how much time do you want to achieve your investment goal?
Over 5 years
4-5 years
3-4 years
2-3 years
1-2 years
Which of these sentences best represents you?
I am a creature of habit and/or I like to plan things
I think that in finance you have to risk little and preserve capital
I agree to take some calculated for a positive return
My investments are dedicated to the future, but I don't need them to live
I like to try new things, in life and in investments
info@framontmanagement.com
Framont & Partners Management Ltd. 68, Victory Street GZR 1324, Gzira, Malta
Phone: +356 20105592
E-mail: info@framontmanagement.com
