Pension Profile Questionnaire
The questions in this Pension Profile Questionnaire were designed to help you understand your investment objectives and your investment personality. You may use this service to support your investment making decision. The result is an investment portfolio tailored to your needs.
As you answer the questions, remember that there are no right or wrong answers. However, keep in mind that you must be completely candid, or the results won't reflect your true investment personality.
Your Investment Time Horizon
During your working years, you will manage your savings and investment strategies. At your retirement, when you are ready to draw income from your savings portfolio, you will have the choice of continuing to manage your investments, or purchasing a lifetime pension. If you continue managing your portfolio, your investment horizon should reflect this.
1) Given my investment horizon, I expect to hold my retirement portfolio for:
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