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Understanding your investment profile to make a wise investment decision.

Complete the Online Questionnaire* via Online Banking or mobile banking
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Understanding your investment profile to make a wise investment decision.

Understanding your investment profile is an important step

You will get the results on your general attitude towards investment risks by reference to a classification of 6 Risk Profiles – (1) Risk Averse, (2) Conservative, (3) Moderate, (4) Moderately Aggressive, (5) Aggressive and (6) Very Aggressive.


You can complete the questionnaire by the following channels:

Online Banking

Log in online banking to complete the questionnaire. You can renew the profile instantly!

By Post

Download the questionnaire, complete and submit it by post. We will post the completed “Customer Investment Profile” and your risk profiling result to you in due course.

Know about Derivatives : introduction of product nature, usage, application and key risks associated with Derivatives.


This webpage does not constitute any offer, invitation or recommendation to any person to enter into any transaction described therein or any similar transaction. This webpage has not been reviewed by the Securities and Futures Commission or any regulatory authority in Hong Kong.