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* 1. Booking ID (please fill in the 4 digit code provided by your trainer)

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* 2. Your Gender:

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* 3. Your Race :

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* 4. Your Citizenship:

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* 5. Your Age Range:

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* 6. Your Current Family Status:

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* 7. Your Highest Level of Education:

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* 8. Your Annual Household Income Range (Before Taxes):

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* 9. Please CLICK your response to each the following statements:

  Do Not Know True False
If the inflation rate is about 3%, my cost of living will double almost every 24 years.
The income replacement method is the only method I can use to estimate the funds I need for a comfortable retirement.
The Supplementary Retirement Scheme is a voluntary scheme for me to supplement CPF savings by making cash contributions into a SRS account.
It is not important for me to re-balance my investment portfolio regularly.
Cash top-ups of up to $10,000 into my own or my family members’ Special Account/Retirement Account under the CPF Retirement Sum Topping-UP Scheme qualify for tax-reliefs.

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* 10. How CONFIDENT are you to do each of the following?

  Not Confident A Little Confident Confident Very Confident
Determine my retirement income needs.
Calculate the gaps I have to fill after assessing my current resources, in order to reach my retirement goals.
Construct my retirement plan based on my risk profile.
Identify possible investment options for myself.
Build my investment portfolio.

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