Modulo di adesione alla consulenza sugli investimenti di MEXEM

Compilare le informazioni personali

Numero di conto

Nome e Cognome

Telefono

Indirizzo e-mail

Per assicurarci che il consiglio di investire nel trading sia adatto a voi, vi poniamo alcune domande sul vostro profilo di rischio. Selezionate le opzioni che fanno al caso vostro.

1. What are your primary investment goals (e.g., capital growth, income generation, speculation)?

Capital growth

Income generation

Speculation

Capital preservation

2. What is your target timeframe for these investments?

0-1 years

1-3 years

3-5 years

5+ years

3. Are there specific financial targets you aim to achieve with this portfolio?

Yes, specific targets (e.g., retirement, home)

Yes, but flexible.

No, focused on growth

No, still defining

4. How do you feel about market volatility and substantial portfolio fluctuations?

Comfortable

Tolerant

Cautious

Uncomfortable

5. What level of financial loss are you comfortable with in a worst-case scenario? (Assuming $100K invested)

Willing to lose 50%

Willing to lose 30%

Willing to lose 20%

Willing to lose 10%

6. Have you invested in high-risk assets before, such as leveraged products, derivatives, or cryptocurrencies?

Sì

7. Are there any specific ethical or social criteria you want to consider in your investments?

Environmental concerns

Social impact (e.g., labour practices)

Governance issues (e.g., corporate transparency)

No specific criteria

8. Do you have any concerns about the liquidity of your investments or the ability to quickly access funds if needed?

Not concerned

Slightly concerned

Moderately concerned

Very concerned

9. What is your experience in relation to investment services?

Sono in possesso di una qualifica professionale in un settore pertinente

Ho ricevuto una formazione superiore in un settore rilevante

Negli ultimi 5 anni ho lavorato per almeno 1 anno in un ruolo attinente al settore finanziario

Nessuna delle precedenti

10. Which risk/reward scenario best describes your annual investments expectations with MEXEM?

Guadagno potenziale

Perdita potenziale

$9,800

-2%

+5%

$10,500

$9,500

-5%

+10%

$11,000

$9,000

-10%

+20%

$12,000

$8,000

-20%

+50%

$15,000

$5,000

-50%

+100%

$20,000

Accetto i Termini e le Condizioni

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