Form submission from: Investor Profile

Thank you for completing the Investor Profile Form.

You have submitted the following information:

Part One

Personal Information

First Name
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Last Name
2fpown4

Address
x809wulh

Phone Number
032513933814

Email
brianallen493.leo81@blogger.com

Date of Birth
2022-02-04

Employer
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Occupation
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Type of Business
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How was your total net worth accumulated?
Other

Marital Status
Single

Number of Dependents
20

Educational Background
Other

If other please specify
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Personal Information for additional beneficial owners

First Name
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Last Name
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Address
93xnwrh8

Phone Number
032513933814

Email
brianallen493.leo81@blogger.com

Date of Birth
2022-02-04

Employer
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Occupation
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Type of Business
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How was your total net worth accumulated?
Other

Marital Status
Single

Number of Dependents
20

Educational Background
Other

If other please specify
uoefp8ds

Your Investment Experience
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?
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What is your annual savings target or a list of annual expenses?
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Type of Investment Account(s) currently held (RRSP, Cash)
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Other investments (company pension, stock options)
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Are there any restrictions (insider, Director or majority shareholder of public company?)
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Are there any constraints (tax situation)
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Net Liquid Assets?
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Net Fixed Assets?
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Investable Assets?
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Total Net Assets?
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Part Three

Desired retirement age
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Desired retirement annual income
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Major future expenditures (vacation property, child education)
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Future planned gifting of assets (during lifetime or on death)
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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%

 
--  LDIC team