You have submitted the following information:
Part One
Personal Information
First Name
❤️ Alyssa is interested in your profile! Click Here: http://inx.lv/DZ4j?41m7 ❤️
Last Name
s0nfl2pg
Address
aktdquz
Phone Number
516247052007
Email
expten1.treat@blogger.com
Date of Birth
2022-01-31
Employer
s8pnsk4
Occupation
42io9y
Type of Business
tc3d07
How was your total net worth accumulated?
Other
Marital Status
Single
Number of Dependents
20
Educational Background
Other
If other please specify
k78hjs4
❤️ Alyssa is interested in your profile! Click Here: http://inx.lv/DZ4j?41m7 ❤️
Last Name
s0nfl2pg
Address
aktdquz
Phone Number
516247052007
expten1.treat@blogger.com
Date of Birth
2022-01-31
Employer
s8pnsk4
Occupation
42io9y
Type of Business
tc3d07
How was your total net worth accumulated?
Other
Marital Status
Single
Number of Dependents
20
Educational Background
Other
If other please specify
k78hjs4
Personal Information for additional beneficial owners
First Name
zyh0cvt
Last Name
rh0cmesy
Address
x5drx2a
Phone Number
516247052007
Email
expten1.treat@blogger.com
Date of Birth
2022-01-31
Employer
rih28i0
Occupation
lv5skq
Type of Business
l43qh9
How was your total net worth accumulated?
Other
Marital Status
Single
Number of Dependents
20
Educational Background
Other
If other please specify
ww7119
zyh0cvt
Last Name
rh0cmesy
Address
x5drx2a
Phone Number
516247052007
expten1.treat@blogger.com
Date of Birth
2022-01-31
Employer
rih28i0
Occupation
lv5skq
Type of Business
l43qh9
How was your total net worth accumulated?
Other
Marital Status
Single
Number of Dependents
20
Educational Background
Other
If other please specify
ww7119
High/Expert (I/We have excellent investment knowledge and have had extensive experience with a wide variety of investments and s
For power of attorney determination indicate who makes the investment decisions in your household?
My spouse makes all investment decisions
Part Two
What is your annual household income before tax?
lachh1m
What is your annual savings target or a list of annual expenses?
owr5cq
Type of Investment Account(s) currently held (RRSP, Cash)
26nvpu5w
Other investments (company pension, stock options)
ldzvyi4
Are there any restrictions (insider, Director or majority shareholder of public company?)
bnancwqs
Are there any constraints (tax situation)
gypeb3u
Net Liquid Assets?
he6i80d
Net Fixed Assets?
j56lhgl0
Investable Assets?
8x8gkw
Total Net Assets?
g56epqu
lachh1m
What is your annual savings target or a list of annual expenses?
owr5cq
Type of Investment Account(s) currently held (RRSP, Cash)
26nvpu5w
Other investments (company pension, stock options)
ldzvyi4
Are there any restrictions (insider, Director or majority shareholder of public company?)
bnancwqs
Are there any constraints (tax situation)
gypeb3u
Net Liquid Assets?
he6i80d
Net Fixed Assets?
j56lhgl0
Investable Assets?
8x8gkw
Total Net Assets?
g56epqu
Part Three
Desired retirement age
0ji3nvrf
Desired retirement annual income
ev5glgpb
Major future expenditures (vacation property, child education)
v9s0aau3
Future planned gifting of assets (during lifetime or on death)
w3auxa
When do you expect to start withdrawing money from your portfolio?
More than 15 years from now.
0ji3nvrf
Desired retirement annual income
ev5glgpb
Major future expenditures (vacation property, child education)
v9s0aau3
Future planned gifting of assets (during lifetime or on death)
w3auxa
When do you expect to start withdrawing money from your portfolio?
More than 15 years from now.
Part Four
How often would you say you worry about the performance of your portfolio?
Once a year.
Which of the following statements most accurately describes your investing values?
I accept the risks involved in investing, as I want to achieve high returns over the long run.
What is the largest temporary decline in your portfolio's value you could tolerate in a given year?
I can tolerate a decline greater than 20%
I can tolerate significant fluctuations in the value of my portfolio to achieve long-term gains
I strongly agree with this statement.
I would immediately sell an investment that dropped sharply in value in the short term
I strongly agree with this statement.
When reviewing your investments, which of the following do you tend to focus on?
The longer-term result of my overall portfolio.
Of the following four portfolios whose best and worst one-year returns are shown, which portfolio would you choose?
Best return is 25% worst return is -15%
Once a year.
Which of the following statements most accurately describes your investing values?
I accept the risks involved in investing, as I want to achieve high returns over the long run.
What is the largest temporary decline in your portfolio's value you could tolerate in a given year?
I can tolerate a decline greater than 20%
I can tolerate significant fluctuations in the value of my portfolio to achieve long-term gains
I strongly agree with this statement.
I would immediately sell an investment that dropped sharply in value in the short term
I strongly agree with this statement.
When reviewing your investments, which of the following do you tend to focus on?
The longer-term result of my overall portfolio.
Of the following four portfolios whose best and worst one-year returns are shown, which portfolio would you choose?
Best return is 25% worst return is -15%
-- LDIC team
