Investment questionnaire - SWAN Mauritius

First Name *

Last Name *

Address *

Email *

Telephone Number

What is your primary goal when you invest money? *

To constitute capital for Retirement
To finance education of Dependent(s)
To enhance current income
To finance future projects
For long term investment purpose

Do you need to receive regular income on the amount to be invested?

Yes
No

Over the next three years, do you expect to incur some big expenses (purchase of house, construction, studies, medical, etc...) and have you already put some money aside for these expenses?

No expenses expected
Yes, and money put aside already invested elsewhere
Yes, and money included in the amount to be invested

If yes, please indicate the interval and the minimum amount of income needed

What is your anticipated Investment time frame?

Long term - more than 7 years
Medium term - 4 to 7 years
Short-medium term - 1 to 3 yrs
Short term - less than 1 year

What are the main constituents of your existing investments? (Maximum of 3 answers)

Fixed deposits and saving account in MUR
Treasury Bills, Government Bonds, or debentures
Fixed deposits and saving account in USD, EUR, GBP, etc
Shares in Mauritius, Foreign Shares and Investment Funds
Properties (excluding Residence)
Guaranteed Investment Products

Before you make a decision on any investment, you need to consider how you feel about the prospect of potential loss of principal. How much risk are you prepared to take with the investment you are considering now?

I am very uncomfortable with taking risks with this money and do not wish to jeopardise my capital.
I am willing to take some risks in return for some capital growth potential.
I actively seek high capital growth and am willing to accept potential large loss in the short term in pursuit of significant investment gains in the long term

The value of most investments fluctuates from year to year. How would you feel if an investment you made lost some of its value during the first year?

I would be extremely concerned and would sell my investment
I would be concerned and may consider reviewing my investment.
I would not be excessively concerned given my long term investment philosophy

Please specify amount earmarked for this investment

Any other comments

Wealth Management