Investment Quote Form 中文投資需求分析表

投资方案报价 Investment Quote Form
请提供以下信息 Tell Us About You

所有信息都严格保密 All information is kept in strict confidence.
Full Name 全名*

Prefix 尊称First Name 名Last Name 姓
电子邮件 E-mail*
手机 Mobile Number*

Area CodePhone Number
出生日期 Birth Date*

DayMonthYear
性别 Gender*

男 Male女 Female
投资种类 Which Investment?*
投资频率 Investment frequency*
单笔投资金额 Lump sum Investment amount*
定期定额投资金额 Debit order investment amount*
您的投资风险承受能力 Investment risk profile*
你的投资年限 Keep the money invested for*
您的職業 Your occupation*
您的月收入（税前）Gross monthly income*
请填写您平均月收入
婚姻状况 Marital status*
现有投资组合 Existing Investment Portfolio?
您现有投资总额 Total investments right now?
您现有投资组合年回报率为 The annual return on your current investments?

20%以上 and above15% - 20%12% - 15%8% - 12%5% - 8%5%以下 Below 5%
任何额外信息或问题 Please add any additional comments or questions:
Should be Empty:

投资方案报价 Investment Quote Form