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2017
July
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Profitrade Trading/ Investment Survey
Profitrade Trading/ Investment Survey
Profitrade Trading/ Investment Questionnaire
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Thank you for choosing Profitrade to be your trading and investment partner. Please answer the below questions. This questionnaire will help us determine your profile and will be used by our advisor to help identify an asset mix that best suits your growth.
Thank you very much for your time and support. Please start with the survey now by clicking on the
Continue
button below.
Have you ever invested/ traded?
Yes
No
What have you traded/ Invested in?
Stocks
Forex
Shares/ Equity
Commodities
Futures and options
Other
How has your trading/ investments so far?
Profitable
Non - Profitable
How much money did you approximately invest?
$10,000 - $25,000
$25,000 - $50,000
$50,000 - $100,000
$100,000 Plus
What amount of risk have you taken with your past financial decisions?
Large
Small
Nothing
We are now going to discover how you feel about investing your money by asking a series of statements. Firstly, how do you feel about this statement: I would enjoy exploring investment opportunities for my money.
I agree with this statement
I don't agree with this statement
What percentage of returns do you expect from your trading/ investments per annum?
10%
20%
30%
More than 30%
How would you describe your risk levels when making important financial decisions?
Adventurous
Average
Cautious
How much money are you planning to approximately invest?
$10,000 - $25,000
$25,000 - $50,000
$50,000 - $100,000
$100,000 Plus
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