Examples of Investment Questionnaire in a sentence
You confirm that all information that you provide in your Client Investment Questionnaire is true and accurate.
We will endeavour to attain any specific income or growth targets you have stipulated in the Client Registration Form and the Client Investment Questionnaire (and which have been accepted by us), but you should note that due to stock market fluctuations and other events beyond our control, such targets may not be achieved and we will take such actions we deem appropriate at that time which may or may not require changes to be made to your Portfolio.
The Client Investment Questionnaire allows you to stipulate any restrictions on the categories of investments in which you wish your Portfolio to be invested and the amount or proportion of your Portfolio which you wish to be invested in any category of investment or any particular investment.
These terms, together with the Client Registration Form and, where applicable, the Client Investment Questionnaire completed by you in connection with your application to open an Account and our Fee Schedule, constitute the Agreement between you and us for the provision of investment services in relation to that Account (“the agreement”).
Any such ad hoc investment advice is provided on the basis of conclusions drawn from the information provided by you in your Client Investment Questionnaire.
In providing our advice in relation to your Portfolio, we will pay due consideration to your particular needs, having taken into account your preferences and objectives, your ability to tolerate losses and your knowledge and experience, based solely on the information set out in your Client Investment Questionnaire.
Save in respect of investment products that are subject to different terms and conditions that expressly exclude these terms, these terms apply to all our clients in relation to all their respective Accounts and, in the case of new Accounts, the agreement (including these terms) will take effect as soon as we have accepted the Client Registration Form in relation to your Account and, where applicable, your Client Investment Questionnaire (see Part B below).
We will not be able to undertake any transactions for your Account until you have completed and signed both your Client Registration Form and your Client Investment Questionnaire.
Your Client Investment Questionnaire is designed to provide us with information about your financial circumstances, investment objectives, attitude to risk and time horizon and (in the case of individual clients) your age and state of health, in order to enable us to provide investment advice to you or to exercise investment discretion on your behalf.
In managing your Portfolio, we will pay due consideration to your particular needs, having taken into account your preferences and objectives, your ability to tolerate losses and your knowledge and experience, based primarily on the information set out in your Client Investment Questionnaire.