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a. 30 years old or below |
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b. 31-40 years old |
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c. 41-50 years old |
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d. 51-60 years old |
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e. 61 years old or above |
| 2. |
When do you expect to retire? |
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a. 20 years later |
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b. Between 10 years and 20 years |
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c. Between 5 years and 10 years |
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d. Between 1 year and 5 years |
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e. Within 1 year |
| 3. |
How much money can you save from your salary for each month? |
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a. All of your salary |
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b. More than half of your salary |
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c. Half of your salary |
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d. Less than half of your salary |
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e. None |
| 4. |
How many dependents do you have? |
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a. 0 |
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b. 1 |
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c. 2 |
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d. 3 |
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e. 4 or above |
| 5. |
What is your expected salary increment rate? |
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a. Far higher than the inflation rate |
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b. Slightly higher than the inflation rate |
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c. Same as the inflation rate |
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d. Slightly lower than the inflation rate |
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e. Far lower than the inflation rate |
| 6. |
When you retire, how well do you expect your MPF and personal savings can cover retirement expenditure? |
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a. All of the expenditure |
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b. More than half of the expenditure |
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c. Half of the expenditure |
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d. Less than half of the expenditure |
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e. None |
| 7. |
Which of the following statements best describes your feelings and attitude? |
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a. Risks are never my consideration. Only the amount of return will be my focus. |
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b. I am willing to accept more risk, as I aim for more returns. |
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c. I am trying to strike a balance between risks and returns. |
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d. I will try my best to avoid risks, though minor ones are still acceptable. |
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e. I cannot accept any risks. |
| 8. |
Which of the following investments you will choose to own for the largest proportion? |
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a. Options and Warrants |
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b. Stocks other than Blue-chips |
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c. Blue-chips |
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d. HKMA Exchange Fund Notes |
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e. Fixed Deposit in Bank |
| 9. |
What would you do if there is substantial fluctuation happened to your investment? |
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a. I will continue my long term investment plan and maintain my asset mix. |
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b. My decision rests on the economic situation and market outlook. |
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c. Price fluctuation is common, so I will wait for a moment before making any changes. |
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d. I will switch to safer investment vehicles. |
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e. I will sell. |
| 10. |
What is your expected return from investments? |
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a. Significantly above the inflation rate |
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b. Moderately above the inflation rate |
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c. Slightly above the inflation rate |
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d. Meet the inflation standard |
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e. Cannot bear any losses |
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