FWU GROUP
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Investor Profile Analysis for taking out a fund policy
You are interested in taking out a FWU plan based fund policy. This fund policy offers a selection of different investment strategies where the investment strategies can either be selected individually or as a mix of strategies.

The particular advantage of an investment strategy mix is that it allows you to customise the risk/yield ratio. The significantly different positioning of each individual investment strategy provides an abundance of possible combinations resulting in an almost limitless number of different risk/yield ratios.

With the aid of the following questionnaire, we will establish your goals and expectations for an investment within the fund policy so that we can suggest, based on the investor profile obtained, a personalised investment strategy that best suits your needs. Please answer the questions in such a way that the answers reflect as best as possible your personal situation.
 
Personal Details
Title
Surname
First name
Date of birth
Street
Zip code
City
Phone
E-Mail
I would like to be added to your mailing list.
 
Anticipated investment sum
once-off   EUR
periodically   EUR
 
Questionnaire
Question 1:
Your once-off investment or savings contributions in the fund policy can serve various purposes. Which of the stated possibilities best describes the purpose of your investment? (Please note the tax considerations in the consumer information for the fund policy.)
I would like to make periodic withdrawals
I would like to make once-off withdrawals in special circumstances.
My capital should grow as much as possible, with no specific goal, for the term of the policy.
Question 2:
Different types of capital investment have different yield potentials but also different value fluctuations in each case. What is your attitude towards this?
The value fluctuations should be as small as possible.
I would prefer lower value fluctuations.
I don't mind value fluctuations.
It is ok for my capital investment to exhibit above-average value fluctuations.
I am prepared to accept even high value fluctuations.
Question 3:
How old are you?
under 41
41 – 50
51 – 55
55 – 65
über 65
Question 4:
What policy term would you like to take out?
up to 5 years
5 to 12 years
over 12 years
Question 5:
If you were to lose your income, would you be reliant on your capital? If so, how long could you live on it?
up to ½ year
½ to 2 years
2 - 5 years
over 5 years
I would not be reliant on this capital.
Question 6:
What proportion of your total capital investments or savings plans do you want to invest in this fund policy?
under 10%
10% - 25%
25% - 50%
50% - 75%
over 75%
Question 7:
What importance do you place on your occupational income and how do you expect it to develop in the next 5 to 10 years?
I already live mainly or exclusively off capital income today.
My occupational income is my main source of income and will increase.
My occupational income is my main source of income and will stay the same.
My occupational income is my main source of income and will decrease.
I would like to live mainly or exclusively off capital income in future.