Financial Needs Analysis

Financial Needs Analysis

NOTICE OF THE NEW FINANCIAL NEEDS ANALYSIS (“FNA”)

 
We strive to help you understand your investment needs while aligning with changing market environment and regulatory requirements. Upon a regular review of the FNA Questionnaire, we have come up with a new FNA Questionnaire which has already been effective on 24 July 2017. In order to better serve your needs with our investment services, now you can conduct or renew your FNA via the link from below.
 
Conduct or renew your FNA now

Our investment products are also classified into 5 risk classes: from P1 to P5 (with P5 as the highest risk class). For example: Currency Linked Investment is a P2 product and Equity Linked Deposit is a P4 product, while fund products are among P2 to P5 as determined by their individual risk levels.
You may consider choosing the relevant investment products according to your investment risk class and financial needs.

Your risk class

Corresponding investment product risk class for consideration

C1

P1

C2

P2 or below

C3

P3 or below

C4

P4 or below

C5

P5 or below (P5 as the highest risk class)


Easy ways to complete the questionnaire

Complete the questionnaire now and let us provide you with more efficient investment services.

Useful Links

Notes:

  1. Service Hours: Monday to Friday from 9:00 am to 6:00 pm; Saturday from 9:00 am to 1:00 pm. To protect your interests, the whole process of completing the questionnaire over the phone will be recorded.

    This Financial Needs Analysis does not constitute any offer to sell, solicitation for offer to purchase or recommendation of any investment product or service to any person and should not be considered as investment advice by the Bank.

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