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* 1. Booking ID (please fill in the number 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
Unit trusts are capital-guaranteed financial products.
My investment objectives can only fall into one of the following two categories: security or growth.
The shorter my investment horizon, the more risk I should take in my investments.
Diversifying my investment portfolio can help me better withstand the ups and downs of economic cycles and market volatility.
I can make a significant return on investment on a sustainable basis by using the technique of market timing.

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

  Not Confident A Little Confident Confident Very Confident
Set my investment objectives to reach my financial goals.
Know my investment horizon.
Use dollar cost averaging as an investment strategy.
Use diversification as an investment strategy.
Review and re-balance my investment portfolio on a regular basis.
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