Investment Assessment Sheet

Guardian Group Incorporated Agent: Alafia Whiskey

Phone: (C) 378-4666 (O) 294-7587(PLUS)

Email 1: alafia.whiskey@myguardiangroup.com

Email 2: admin@iwantprosperityplus.com

Website: www.iwantprosperityplus.com

Address: Sean David Branch, Guardian Life,
9-13 Endeavour 1st Street, Endeavour Industrial Estate, Chaguanas
Date:

MonthDayYearHourMinutesAM/PM Option
Investment Assessment Sheet
When putting together an investment portfolio or implementing a financial plan, one of the first things to be done is to identify your investment objectives. This is critical if you want to ensure that the appropriate portfolio strategy is implemented to achieve your goals.

To help make the process a bit easier you should identify major areas of concern, personal aspirations and other life goals. You should prioritise these goals and make them specific and quantifiable.
Goals:
My current level of investment knowledge:

SophisticatedVery knowledgeableSomewhat knowledgeableNot very knowledgeableBasic
I will need all or a substantial portion of my asset:

10 years or moreAt least 5-10 yearsBetween 3-5 yearsBetween 1-3 yearsLess than 1 year
My primary goal whenever I invest money is to:

Generate significant growth, current income is relatively unimportant, willing to expose to significant riskGenerate growth, value of investment to grow over time while generating some level of income, willing to expose to a fair level of riskGenerate high returns, regular income, value of investment grow over time, willing to expose to a moderate level of riskGenerate high current income, earn high levels of income, while being relatively safePreserve my investment value, I don’t want to expose my investment to any significant risk of losing value
My source of income is:

Very SecureSecureInconsistentVery Inconsistent
I would describe my gross annual income as:

Very high (over TT$750,000)High (TT$500,000-TT$749,999)Above average (TT$250,000-TT$499,999)Average (TT$180,000-TT$249,999)Low (less than TT$180,000)
Currency:

TT dollarsUS dollars
Frequency:

MonthlyAnnuallyLumpsum
Assets available for investing:

Over TT$3,000,000TT$1,000,000-TT$3,000,000TT$500,000-TT$1,000,000TT$100,000-TT$500,000Under TT$100,000

First Name*
Last Name*
Cell Number*
Work Number
Occupation*
E-mail*
Birth Date

DayMonthYear
Age:*
What is your Gender?*

MaleFemale
What is your most available time? *

ASAPNext weekDuring weekWeekend7am - 11am Morning11am - 1pm Lunchtime1pm - 6pm Afternoon6pm - 10pm NightOther
Address*

North WestNorth EastCentralSouthTobagoOther
Comments/ Notes:
Should be Empty: