1. Experience and knowledge2. Financial position3. Investment objective4. Risk tolerance and sensitivity

Investment profile

Sul on väljad täitmata

Sul on väljad täitmata

Hello

According to law, LHV Pank has an obligation to assess the suitability of offered financial products and services.

Through answers given to this questionnaire, your knowledge and experience, investment objectives, financial position and risk tolerance and level, which you are prepared to accept in an investment portfolio, shall be determined.

Please give as objective answers as possible to the questions, reflecting the true situation. Without the information obtained from the answers, LHV Pank is unable to assess the suitability of the offered service to your profile and needs.

Do you have knowledge in the following asset classes?

You have not entered an answer

There are noneYes, there is
Low-risk bonds
investment grade government and corporate bonds, bond funds
High-risk bonds
Below investment grade bonds, subordinated bonds, bond funds
Stocks
Single stocks, index stocks, stock funds

What is your earliest experience in the following asset classes...

What is your education level?

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What is your current or recent profession?

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Are you or have you been employed in a position in the financial sector, which requires investment knowledge?

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What are the sources of your regular income?

What are the sources of sales income of the legal person?

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What is your regular income?

What is the regular income of the legal person?

What are your regular monthly financial obligations?

What are the regular monthly financial obligations of the legal person?

What is the total volume of your existing assets?

What is the total volume of existing assets of the legal person?

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Total 0 €

What would your initial investment be?

What would the initial investment of the legal person be?

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The share of investment made via LHV Pank of my assets is ...

The share of investment made via LHV Pank of the assets of the legal person is ...

Include available cash, deposits, other financial investments and real estate.

Exclude housing and holdings in companies.

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Investment made via LHV Pank influences the preservation of my current standard of living...

Investment made via LHV Pank influences the preservation of the current financial position of the legal person...

Should you face an unexpected monetary expenditure, what is the probability that you will be forced to realise the investment made via LHV?

Should the legal person face unexpected monetary expenditure, what is the probability that the legal person will be forced to realise the investment made via LHV?

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My investment objective is...

The investment objective of the legal person is...

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I plan the duration of my investment to be...

The duration of the legal person’s investment is...

The below chart shows five possible investment portfolios. Most of all, I would like to invest in the portfolio...

The below chart shows five possible investment portfolios. Most of all, the legal person would like to invest in the portfolio...

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30%20%10%0%-10%-20%-30%
9%
7%
3.5%
2.5%
1%
Minimum annual return
Average annual return
Maximum annual return

My Initial investment is. I would be worried, if the value of my portfolio decreased...

The initial investment of the legal person is €. We would be worried, if the value of the legal person’s portfolio decreased...

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My Initial investment is. Its value drops over a short period of time to €. What would I do?

The initial investment of the legal person is €. Its value drops over a short period of time to €. What would the legal person do?

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My risk profile

As a result of the assessment of your investment portfolio we arrived at a low strategy.

Conservative

Risk level
0%Stocks
Inv. time horizon

up to 1 year

Investment objective

preservation of asset value

Fluctuation of portfolio value

Low

Risk level
25%Stocks
Inv. time horizon

1-2 years

Investment objective

preservation of asset value

Fluctuation of portfolio value

Medium

Risk level
50%Stocks
Inv. time horizon

2-3 years

Investment objective

asset growth

Fluctuation of portfolio value

High

Risk level
75%Stocks
Inv. time horizon

3-5 years

Investment objective

asset growth

Fluctuation of portfolio value

Aggressive

Risk level
100%Stocks
Inv. time horizon

over 5 years

Investment objective

asset growth

Fluctuation of portfolio value