DFI Investor Profile

 

DFI Investor Profile
Title
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First Name (required information)
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Middle Name (required information)
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Last Name (required information)
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Birthday
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Marital Status
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SIN #
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Home Phone #
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Work Phone #
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Email Address
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Applicant Current Address
Address
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City
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Province
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Postal Code
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Years At Address
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Applicant Present Employer
Occupation
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Industry Sector
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Name of Employer
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Address
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City
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Province
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Postal Code
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Length of Employment
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Years in Line of Business
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Income Type
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Annual Income
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Other Income Source
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Other Income Amount
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Notes
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Financial Net Worth
Assets
Total Value
Bank Accounts
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Principal Residence
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Rental and Other Properties
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Investments (GIC, TFSA, etc)
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Other
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Liabilities
Total Balance/Owing
Credit Card
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Mortgage on Principal Residence
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Mortgage on Rental and Other Properties
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Credit Lines and Loans
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Other Liabilities
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Questionnaire
What are you hoping to achieve with this Investment?




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What rate of return do your expect to obtain?
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What is the amount of the investment that your believe would fit your current lifestyle?
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When do your expect to get payments back for your investment?


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When do you expect to get your full investment back including interest?


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How would you rate your willingness to take on risks?




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When face with a major investment decision, are you more focused on the possible losses or the possible gains?



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Which of the following would best describe your investment style?




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