1. I plan to begin withdrawing money from my investment in: *

• Less than 3 years
• 3-5 years
• 6-10 years
• 11 years or more

2. Once I begin withdrawing funds from my investments, I plan to spend all the funds in: *

• Less than 2 years
• 2-5 years
• 6-10 years
• 11 years or more

3. I would describe my knowledge of investment as: *

• None
• Limited
• Good
• Extensive

4. When I invest my money I am: *

• Mostly concerned about my investment losing value
• Equally concerned about my investment losing or gaining value
• Most concerned about my investment gaining value

5. Select the investments you currently own: *

• Fixed Deposits and/ or Bonds
• Stocks and or Fixed Deposits/Bonds
• Alternative Investment Funds / International Securities

6. Consider this scenario: Imagine that in the past 3 months, overall stock market lost 25% of its value. And individual stock investment you own also lost 25% of its value. What would you do? *

• Sell all of my shares
• Sell some of my shares
• Do nothing
• Buy more shares

7. Review the chart below. We've outlined the most likely best-case and worst-case annual returns of 5 hypothetical investment plans. Which range of possible outcome is most acceptable to you? *

• A
• B
• C
• D
• E

Name

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