Financial Information 財務資料簡要. Employment Status 就業狀況 □ Employed 受雇 □ Self-employed 自雇 □ Retired 退休 □ Housewife 家庭主婦 □ Others 其他： □ Employed 受雇 □ Self-employed 自雇 □ Retired 退休 □ Housewife 家庭主婦 □ Others 其他： Name of Employer 雇主名稱 Occupation 行業 Position 職位 Years of Service 服務年數 Annual Income(HKD) 每年總收入（港元） □ below $200,000 或以下 □ $200,001 to 至 $500,000 □ $500,001 to 至 $1,000,000 □ $1,000,001 to 至 $5,000,000 □ $5,000,001 or above 或以上 □ below $200,000 或以下 □ $200,001 to 至 $500,000 □ $500,001 to 至 $1,000,000 □ $1,000,001 to 至 $5,000,000 □ $5,000,001 or above 或以上 Source of Fund 資金來源 □ Salary 薪金 □ Income Accumulation 收入累積 □ Commission/Business Income 傭金/生意收入 □ Pension/Reserve退休金/儲備 □ Return on Investment 投資收益 □ Others 其他： □ Salary 薪金 □ Income Accumulation 收入累積 □ Commission/Business Income 傭金/生意收入 □ Pension/Reserve退休金/儲備 □ Return on Investment 投資收益 □ Others 其他： Source of Wealth財富來源 □ Salary and/or Bonus受僱薪金及或花紅 □ Investment/Saving 投資/儲蓄 □ Sale of Property/Investment/Assets售賣物業/投資/資產 □ Inheritance承繼遺產 □ Other 其他 □ Salary and/or Bonus受僱薪金及或花紅 □ Investment/Saving 投資/儲蓄 □ Sale of Property/Investment/Assets售賣物業/投資/資產 □ Inheritance承繼遺產 □ Other 其他 Account Holder (A) 帳戶持有人(A) Acco unt Holder (B) 帳戶持有人(B) Liquid Assets Held (HKD) (including Cash, Deposit □ below $100,000 或以下 □ below $100,000 或以下 and short term investments etc.) □ $100,001 to 至 $300,000 □ $100,001 to 至 $300,000 擁有流動資產（港元） (包括現金、存款及短期 □ $300,001 to 至 $600,000 □ $300,001 to 至 $600,000 投資等) □ $600,001 to 至 $900,000 □ $600,001 to 至 $900,000 □ $900,001 to 至 $1,200,000 □ $900,001 to 至 $1,200,000 □ $1,200,001 or above 或更多 □ $1,200,001 or above 或更多 Net worth ('Total Assets' minus 'Total Liabilities', □ below $5,000,000 或以下 □ below $5,000,000 或以下 excluding the value of your self-occupied property) □ $5,000,001 to 至 $8,000,000 □ $5,000,001 to 至 $8,000,000 淨資產（總資產減去總負債，不包括自住物業的 □ $8,000,001 to 至 $12,000,000 □ $8,000,001 to 至 $12,000,000 價值） □ $12,000,001 to 至 $15,000,000 □ $12,000,001 to 至 $15,000,000 □ $15,000,001 or above 或更多 □ $15,000,001 or above 或更多 Residential Status 住屋 □ Owned Property 自置物業 □ Mortgaged, outstanding amount 按揭物業，結欠： □ Owned Property 自置物業 □ Mortgaged, outstanding amount 按揭物業，結欠： □ Quarters 宿舍 □ Rented, monthly rent 租用物業，毎月租金： □ Others 其他： □ Quarters 宿舍 □ Rented, monthly rent 租用物業，毎月租金： □ Others 其他： Years of Living 居住年期 年 月 年 月
Financial Information 財務資料簡要. Place of origin of the fund source 資金來源地： □ Hong Kong 香港 □ China 中國 □ Others, please specify 其他，請註明 Initial Source of Fund 資金最初來自： □ Operational Income 營運收入 □ Funds from shareholders/capital contributions from partners 股東資金/合夥人注資 □ Investment Income 投資收入 □ Sale of Investment 出售投資 □ External Borrowing 對外借貸 □ Interest Income 利息收入 □ Dividend Income 股息收入 □ Rental Income 租金收入 □ Others, please specify 其他，請註明 Ongoing Source of Fund 資金的持續來源： □ Operational Income 營運收入 □ Funds from shareholders/capital contributions from partners 股東資金/合夥人注資 □ Investment Income 投資收入 □ Sale of Investment 出售投資 □ External Borrowing 對外借貸 □ Interest Income 利息收入 □ Dividend Income 股息收入 □ Rental Income 租金收入 □ Others, please specify 其他，請註明 Countries of Major Counterparties 主要交易對手之國家： □ Hong Kong 香港 □ China 中國 □ Others, please specify 其他，請註明 Estimated Total Net Worth 預計現時資產淨值： Estimated Liquid Net Worth 預計現時流動資產淨值： Anticipated Level of Activity (in amount) (yearly) 預計交易活動總額 (年計) ：
