Conversational Led Questions Configuration

Which statement best describes your approach to managing your money?

Question 1

I am constantly seeking new strategies and opportunities to increase my wealth.

I keep my finances in check to make sure I can live comfortably and fulfill all my obligations.

And which of these statement best describes you?

Question 2

I prioritize getting the most bang for my buck over being loyal to a particular brand.

I would be willing to spend extra money on top-notch items and experiences.

And which of these statement best describes you?

Question 2

I'm a free-spirited individual who lives life to the fullest!

I'm a cautious and mindful person.

What would be the main thing you hope to achieve with your investment gains?

Question 3

To build enough savings for the future.

To live a more luxurious lifestyle.

To retire comfortably.

To fund for my children's education.

Which of the following wealth product(s) have you invested in before? You can select multiple answers.

Question 4

Unit Trust

Stock Trading

Bonds

Dual Currency Investment (DCI)

Negotiable Instrument of Deposit (NID) and Floating Rate NID (FRNID)

Auto Callable Equity Linked Investment (ACEL)

Insurance

None of the products

If your RM10,000 stock market investment was on a roll, but then took a sudden nosedive and lost RM5,000 in value within a month, what's the next move you would make?

Question 5

I would liquidate all my investments in order to prevent further financial loss and only hold cash.

I prefer to play it safe and stick with lower-risk investments.

I like to take a slow and steady approach, making small adjustments to ensure my investments are always growing.

I would purchase more, eagerly waiting for the market to recover.

Which statement best describes your investing philosophy?

Question 6

I am not willing to accept any losses.

I am okay to accept a maximum of a 10% loss in exchange for a lower return.

I am okay to accept a maximum of a 20% loss for an average return.

I am okay to accept a maximum of a 50% loss for an average to high return.

I am okay to accept a maximum of a 100% loss for a high potential return.

I am willing to accept more than 100% loss for a very high potential return.

What is your preferred investment style?

Question 7

I like to invest with a pool of money, watch it grow and make a lump sum withdrawal.

I prefer to invest with a set amount of capital and receive regular income/dividend.

How frequent would you prefer to receive your investment income/dividend?

Question 8

Monthly

Quarterly

Semi-annually

Annually

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Which statement best describes your approach to managing your money?

Question 1

And which of these statement best describes you?

Question 2

And which of these statement best describes you?

Question 2

What would be the main thing you hope to achieve with your investment gains?

Question 3

Which of the following wealth product(s) have you invested in before? You can select multiple answers.

Question 4

If your RM10,000 stock market investment was on a roll, but then took a sudden nosedive and lost RM5,000 in value within a month, what's the next move you would make?

Question 5

Which statement best describes your investing philosophy?

Question 6

What is your preferred investment style?

Question 7

How frequent would you prefer to receive your investment income/dividend?

Question 8

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Which statement best describes your approach to managing your money?

Question 1

And which of these statement best describes you?

Question 2

And which of these statement best describes you?

Question 2

What would be the main thing you hope to achieve with your investment gains?

Question 3

Which of the following wealth product(s) have you invested in before? You can select multiple answers.

Question 4

If your RM10,000 stock market investment was on a roll, but then took a sudden nosedive and lost RM5,000 in value within a month, what's the next move you would make?

Question 5

Which statement best describes your investing philosophy?

Question 6

What is your preferred investment style?

Question 7

How frequent would you prefer to receive your investment income/dividend?

Question 8