We understand that your investment objectives and investment risk appetite are important factors affecting the decision on which investment products to choose. We have designed the Customer Investment Profile assessment to help you choose financial products that are right for you.

• Click into “Investment Profile” in left hand menu. You need visit our branch to complete your initial Customer Investment Profile review first to enter to this page.

• Login to Mobile Banking and Click into “Investment Profile” from the “Investment” menu– You need visit our branch to complete your initial Customer Investment Profile review first to enter to this page.

• View your latest Customer Investment Profile list and creation date. The risk profile with status of “Active” is your current valid investment profile.
• Click “PDF” to check your investment profile detail in new window.You can print or save your investment profile via Online Banking, or click “Close” to close the new window.

• Click “Create New Risk Profile” to update the risk profile questionnaire.

• Fill in the Personal Information questionnaires and click “Ok, next”.

• Fill in the investment products Knowledge & Experience questionnaires and click “Ok, next”.

• Fill in the Financial Position questionnaires and click “Ok, next”.

• Fill in the investment Objectives & Attitude questionnaires and click “Ok, next”.

• Read carefully, understood and accepted the Customer Investment Profile, acknowledge and agree the General Terms For Integrated Wealth Management Service together with other disclaimers and click “Submit” and “Confirm & Save” to accept the risk profile. Or you can click “-” sign as highlight below to lower your risk Profile before final confirmation.

• Your latest investment profile is updated in the Customer Investment Profile overview page. Click “PDF” button to see your investment profile details.

● Click "Create New Risk Profile" to update the risk profile questionnaire.

● Fill in the personal information questionnaires and click "Ok, next".

● Fill in the Investment Products Knowledge and Experience questionnaires and click "Ok, next".

● Fill in the Financial Position questionnaires and click "Ok, next".

● Fill in the Investment Objectives and Risk Acceptance questionnaires and click "Ok, next".

● Read carefully, understood and accepted the Customer Investment Profile, acknowledge and agree the General Terms For Integrated Wealth Management Service together with other disclaimers and click "Submit” and “Confirm & Save” to accept the risk profile. Or you can click “-” sign as highlight below to lower your risk Profile before final confirmation.

● Your latest investment profile is updated in the Customer Investment Profile overview page.Click “PDF” button to see your investment profile details.

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