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Investor Profiling
 

FALCOM Financial Services is pleased to offer you a financial planning questionnaire form that will help you in selecting the appropriate portfolio, balancing your own special needs of returns, liquidity, risk and time horizon.
 

Please answer the following questions which will show the total points and appropriate risk profile and suggested portfolio suitable to you.

 
What kind of investor are you?
 

How would you define your investment objective?

  Safety – I definitely need to preserve my capital ( 20 Points )
  Safety plus income – I need regular income ( 40 Points )
  Income plus long (term growth)-I need some income, but I’d also like to see some growth in my investments ( 60 Points )
  Capital appreciation – I want to see my investments grow much Faster than the inflation rate ( 70 Points )
 

When will you need to start withdrawing money from your Investments ?

 

Under six months ( short-term ) ( 20 Points )

  one year ( medium-term ) ( 30 Points )
  1-2 years ( medium to long-term ) ( 50 Points )
  More than 2 years ( long-term ) ( 60 Points )
 

How would you define your current level of investment knowledge?

  I have little or no knowledge about investing ( 0 Points )
  I have some knowledge and I am reasonably familiar With basic types of investment, including mutual funds ( 10 Points )
  I am both knowledgeable and experienced in investing ( 20 Points )
 

How much risk are you comfortable with? Recognize that generally Speaking, the higher the risk the higher potential for gains and losses.

 

Very high - I could tolerate a decline of 20 % or more in the short-term Values of investments, in anticipation of a positive long-term return ( 60 Points )

 

High – I could tolerate a moderate decline, between 10-20%, In the value of my investments, in anticipation of a positive Long-term return ( 50 Points )

 

Moderate – I could tolerate a modest decline, between 5-10%, in the value Of my investments, provided I receive a positive long-term return ( 30 Points )

 

Low – I could tolerate a minor decline of less than 5% form time to time, But any drop in the value of my investments would make me uncomfortable ( 20 Points )

  Very low – my primary concern is the security of my investments ( 0 Points )
 

How often do you trade in the saudi stock market?

  I don't trade ( 0 Points )
  One trade a day ( 10 Points )
  Average 5 trades a day ( 20 Point )
  More than 20 trades a day( 30 Points )
 
 
 
 

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