Investment profiling

[{ choice: "I am above 80 years old", point: "5"},{choice: "I am 71 to 80 years old",point: "10"},{choice: "I am 60 to 70 years old",point: "15"},{choice: "I am below 60 years old",point: "20"}]

Less than 1 year

1 year to less than 3 years

3 years to 5 years

More than 5 years‌

I expect regular income from my investments

I do not expect regular income from my investments and will less likely use the principal

I have other sources of liquidity/cash and no real need of the funds for the next 5 to 10 years

I have other sources of liquidity/cash and no real need of the funds for longer than 10 years

Below Php 5MM

Php 5MM to less than 20MM

Php 20MM to 50MM

Over 50MM

Protection of my capital and expect interest income in line with short term money market rates

Maintain value of my portfolio over the medium term with regular stream of income returns

Balance of regular income returns and capital appreciation

Capital growth/appreciation over time and some regular income returns as secondary objective

Very averse to risk and not able tolerate financial risk

Slightly averse to risk and only able tolerate little financial risks

Not averse to risk and able to tolerate moderate financial risks

Open to risk and able to tolerate high financial risks

Minimal - My knowledge is limited

Modest - My knowledge about investments is basically the same as what most people know

Good - My knowledge of investments are quite substantial across different classification of investment product features, risks and returns in the market

Very Good - My knowledge of investments are very substantial and sufficient across different classification of investment product features, risks and return in the market