We are committed to building our strategies and solutions around you. As a bank born and bred in Asia, we believe in building relationships with our clients. As part of this commitment, we work closely with you to devise unique wealth products and solutions tailored specifically for your portfolio(s). Understanding your investment profile is a critical part of the process in developing a successful investment strategy suitable for your needs. The Investment Objectives Setting Questionnaire has been developed to facilitate this process. Your responses to the questions will help us to understand your investment profile, which will be based on your: 1) Investment Knowledge and Experience, 2) Risk Tolerance, 3) Risk Ability, 4) Risk Profile, and 5) Investment Objectives.Each Investment Profile is described as below:
Our investment products are also classified into 5 risk classes: from PRR1 to PRR5 (with PRR5 as the highest risk class). The product risk rating is based on our proprietary risk rating methodology which takes into consideration a variety of qualitative and quantitative factors. For example: Currency Linked Investment is a PRR3 product and Equity Linked Investment is a PRR4 or PRR5 product, while fund products are among PRR1 to PRR5 as determined by their individual risk levels.You may consider choosing the relevant investment products according to your Investment Profile and financial needs.
No investment allowed
PRR2 or below
PRR4 or below
PRR5 or below (PRR5 as the highest risk class)
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