When will you want to use your invested money?

Under 3 years3–5 years6–10 years11–15 yearsOver 15 years

Which of the following would best describe your level of investment knowledge?

Very limited (little to no knowledge)Basic (understand difference between stocks and bonds)Average (aware of different investment options and levels of risk)Extensive (thorough understanding of investment products and strategies)

Please indicate which statement reflects your overall view on managing risk

I do not like risk and am not prepared to expose my investments to any fluctuations in order to earn higher long-term returns.I am prepared to experience modest fluctuations in order to generate a higher long-term return.I am prepared to experience average fluctuations in order to achieve a higher long-term return.I want to maximize my long-term returns and am comfortable with significant fluctuations.

If you could increase your chances of improving your investment returns by taking more risk, would you be:

Unlikely to take more riskWilling to take a little more risk with some of your investmentsWilling to take a lot more risk with some of your investmentsWilling to take a lot more risk with all of your investments

What type of investor are you?

You may be reaching retirement or simply prefer to take less risk. Security of capital is your biggest concern.You may be close to retirement or prefer to take less risk. Security is quite important to you.You want a balance between growth and security. You are willing to accept some risk for potential higher returns over time.Growth is more important but security is still a factor. You are willing to accept risk for potential higher returns over time.The growth of your money is your main concern and you plan to be invested for a long time. You are very comfortable with riding out the ups and downs of the market for potential higher long-term results.

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