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Understand Your Investment Profile
Your investment objective, experience, financial situation and attitude towards investment risk are important factors that affect any investment decision you may make. Therefore, understanding your investment profile is an important step in making a wise investment decision.
We have devised a brand new “Customer Investment Profile” questionnaire. The results will be available as you submit the completed questionnaire. You will get the results on your general attitude towards investment risks by reference to a classification of six Risk Profiles – namely 1-Risk Averse, 2-Conservative, 3-Moderate, 4-Moderately Aggressive, 5-Aggressive and 6-Very Aggressive. Taking into account your Risk Profile and your personal circumstances, you could consider a range of investment products that fit your own classification.
Enjoy extra convenient by multiple channels
You can submit the questionnaire by the following channels:
1. Complete the Online Questionnaire in 4 Easy Steps
Step 1: 
to our Online Banking page
Step 2: Select "Customer Investment Profile"
Step 3: Complete the questionnaire
Step 4: Confirm Risk Profile Result
2. Download Questionnaire
Alternatively, you could 
to download the questionnaire, complete and submit it by fax at 2282 0107 or by post to P.O. Box 68383 Kowloon East Post Office. We will post the completed "Customer Investment Profile" and your risk profiling results to you in due course.
| Important Notes: | ||
| 1. | Investment involves risks. This webpage is for your reference only. It does not constitute any invitation or recommendation of any product. | |
| 2. | The "Customer Investment Profile" questionnaire is only applicable to existing customers of Standard Chartered Bank (Hong Kong) Limited (the "Bank"). | |
| 3. | Please note that the Bank may not be able to process your questionnaire in the event that: | |
| i) | you are not an existing customer | |
| ii) | incomplete or unclear information, or | |
| iii) | signature differ from the Bank's record | |
Please note that effective from 4 June, 2011, having a “Customer Investment Profile” will be a pre-requisite for investors and us to assess suitability of all investment subscriptions / switch-in transactions*. Therefore, please remember to complete the questionnaire before investment to avoid any inconvenience. *excluding securities trading
|
Investment Product Risk Rating Overview (For reference only)
| Important Risk Warning & Disclaimers: | |
| • | Product Risk Rating Overview (Overview) shows you the product risk ratings (PRR) for different product categories based on our quantitative evaluation on their respective price volatility, embedded leverage, secondary market liquidity, issuer/counterparty risk and contractual maturity. |
| • | Content of this Overview is updated on a regular basis. PRR for each product category may be changed from time to time. |
| • | This Overview cannot be used to assess suitability of any individual investment product for you. You should not invest in any product unless you are satisfied that it is suitable for you having regard to your own personal circumstances, including your financial situation, investment knowledge and experience, investment objectives and horizon. |
| • | This Overview is presented for your reference only and should not be considered as a buy or sell recommendation, offer or solicitation of any product. |
| • | Investment involves risks. In the worse case scenario, the value of the investments may be worth substantially less than the amount originally invested (and in an extreme case could be worth nothing). For details risk factors of individual investment products, please refer to the individual product materials. |
If you need any assistance, please contact your Relationship Manager or visit any of our branches.