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IPA - Investor Profile Analysis

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12 views3 pages

IPA - Investor Profile Analysis

L

Uploaded by

jryz872t5q
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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IPA – Investor Profile Analysis

06/06/2023

INVESTOR PROFILE ANALYSIS


QUESTIONARY
1 - Do you have training in the financial area?
A - Yes, but I have no experience in the financial area;
B - I have training and experience in the financial area;
C - I have no training, but I have experience in the financial area;
D - I have no training, but I have some experience in the financial area;
E - I have no training or experience in the financial area.

2 - Of the products below, which ones do you know or have invested


in any of them in the last 12 months?
A - Savings, term deposits (CDB, LF, LCI or LCA) and fixed income funds;
B - Alternative A products, direct treasury, private fixed income securities,
multimarket funds or variable income (equity or equity funds);
C - Alternatives A and B products, exchange rate related products or
derivatives;
D - I haven't invested in the last 12 months, but I know some financial
products;
E - I have not invested in the last 12 months and I do not know financial
products.

3 - How often have you invested in the last 12 months (except


automatic applications)?
A - At least 12 times;
B - Approximately 6 times;
C - Approximately 4 times;
D - Approximately 2 times;
E - I have not invested in the last 12 months.

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IPA – Investor Profile Analysis
06/06/2023

INVESTOR PROFILE ANALYSIS


QUESTIONARY
4 - What is your current motivation to invest, considering the term
you want to keep the investment?
A - I want to invest for a period longer than 7 years (long term), as I intend
to use these resources for retirement/inheritance;
B - I want to invest for a period between 3 and 7 years (medium term) in
order to achieve a specific objective, such as opening a business or
buying a house;
C - I want to invest to maintain the value of the investments and I will
need these resources in up to 3 years (short term);
D - I want to invest to have a reserve, but I only need the funds in up to 1
year (very short term);
E - I want to invest to have an emergency reserve, but as I don't have a
defined deadline, I need to have the resources always available for
rescue.

5 - How much of your regular income do you usually invest?


A - I don't usually invest;
B - Up to 10.00%;
C - Between 10.01% and 20.00%;
D - Between 20.01% and 40.00%;
E - More than 40.00%.

6 - How much equity do you have (material goods and financial


investments)?
A - Above 3 million BRL;
B - Between 1,5 million BRL and 3 million BRL;
C - Between 500 thousand BRL and 1,5 million BRL;
D - Between 250 thousand BRL and 500 thousand BRL;
E - Up to 250 thousand BRL.

2
IPA – Investor Profile Analysis
06/06/2023

INVESTOR PROFILE ANALYSIS


QUESTIONARY
7 - Of your total assets, how much have you invested in the last 12
months?
A - I invested more than 70.00%;
B - I invested between 30.01% and 70.00%;
C - I invested between 15.01% and 30.00%;
D - I invested less than 15.00%;
E - I didn't invest.

8 - Considering your future needs and budget, what are your


expectations regarding your investments?
A - I do not plan at this time to redeem my investments or make new
investments;
B - I do not plan to redeem my investments at this time and I intend to
make new investments;
C - I may need part of my investments to pay expenses in the short term;
D - I rely on these investments to supplement my income;
E - I do not have future needs and a defined budget regarding
investments.

9 - Would you invest in higher risk products to have more


profitability?
A - I would invest and even make a contribution to my investments;
B - I would invest moderately and keep the investment even with a small
percentage of loss;
C - I would invest lightly, but would redeem the money at the slightest
sign of loss;
D - I would invest a little, because I don't feel comfortable knowing that I
can lose part of the investment;
E - I would not invest in high risk products.

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