Your Investment Counsellor is required to understand your level of investment knowledge in order to make suitable investment recommendations and ensure that you have a clear understanding of those recommendations and the risk associated with them.

1. How would you describe your current level of investment knowledge? grouping list with 4 items
5. What is the time horizon associated with your primary investment goal? grouping list with 5 items
7. Select the statement that best describes your liquidity needs. grouping list with 4 items