Investment Profile a. Briefly describe your investment background and experience:
Investment Profile. Thông tin đầu tư
Investment Profile. You have completed an LIP New Account Application and other necessary account opening documents and have provided complete and accurate information in response to the questions included in it. You have provided Primerica Advisors with complete and accurate information about your investment goals, financial situation, individual needs, risk tolerance and any investment restrictions that you wish to impose on management of the Program Account, and other information reflected in your Investment Profile. You agree to notify Primerica promptly of any changes in the information previously provided, including any changes to, or additions of, investment restrictions.
Investment Profile. Investment Objective. The attached Customer Agreement contains descriptions for each investment objective presented below. Investment Purpose (Select all that apply) Please review these descriptions prior to completing this section to ensure that the investment objective selection you make is appropriate. If at any time you would like to revise your investment objective or your current situation changes, please contact your Representative. Current Income Balanced Growth & Income Growth Maximum Growth Save for education Retirement Purposes Save for short term goals Other Generate income Accumulate wealth Preserve wealth Market speculation Investment Time Horizon: The total length of time that an investor will expect to hold an investment portfolio as a whole, not for any one particular security or holding within a portfolio. The investment time horizon is used to determine the income needs and desired risk tolerance of the investor, which is then used to aid in security selection. Short (less than 5 years) Long (over 10 years) Intermediate (5 - 10 years) Investment Knowledge None Limited Good Excellent Risk Tolerance Conservative Moderately Conservative Moderate Moderately Aggressive Investment Experience (indicate # of years) 2 0 1 5 1 5 Mutual Funds Stocks Bonds Limited Partnerships Variable Annuities Options Aggressive Speculative Liquidity Needs - Please identify any recurring or one time events the account owner(s) may have whereby all or a portion of the investments in the account may need to be accessed and converted to cash to meet the expense. Recurring Expenses (Annually) $ non-recurring) .00 7 5 0 0 0 .00 Special Expenses (Future, $ Special Expenses Timeframe (Indicate # of years) Assets Held Away - Provide total value of assets held away and percentages for each type of asset. Total of all percentages must equal 100%. Total value of assets held away 3 5 Stocks % 3 0 Mutual funds % $ Options % Variable Annuities % Bonds % Fixed Annuities % .00 1 5 0 0 0 0 Alternative Investments % 2 5 Cash/Cash equivalents % Foreign Currency % 1 0 All Others % 19295 Account Servicing Options (Not Required for Direct Sponsor Accounts) Core Account Investment Vehicle **Bundle ID Your cash/credit balances will be held in a core account investment vehicle (sometimes referred to as a "core account") while awaiting reinvestment. By opening this account, you authorize your Broker/Dealer to invest your cash/credit balances into the applicable core account investment vehi...
Investment Profile. A) Permitted Investments ❑ Minnesota State Statute (Includes all investment options listed below) (Please provide a copy of your investment policy) OR (If local policy is more strict, check all that apply):
Investment Profile. You have completed a Lifetime Investment Program Proposal and other necessary account opening documents and have provided complete and accurate information in response to the questions included in it. You have provided Primerica Advisors with complete and accurate information about your investment goals, financial situation, individual needs, risk tolerance and any investment restrictions that you wish to impose on management of the Program Account, and other information reflected in your Investment Profile. You agree to notify Primerica promptly of any changes in the information previously provided, including any changes to, or additions of, investment restrictions.
Investment Profile. Any number of listed profiles that We may establish from time to time, based on minimum and maximum Fee Factor ranges as described in Table 2. The Investment Profile is used in determining the Certificate Fee as described in Sections 6.1 and 6.3 and is shown in Table 3a.
Investment Profile. Buyside Partners shall prepare a research report designed for top analysts and money managers.
