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Person, Nature, Night

Find out your financial style

Take the quiz and be rewarded with 1,000 Miles
  • Play Now Play Now

    What is your financial style?

    Discover your financial personality

    When you are at different stages of life, you may have different financial goals. What is your financial style?

    Answer 3 simple questions to find out your financial style, followed by an appointment with our branch staff to enjoy

    1,000 Miles
    Q1. What is your most important thing in your life planning now?
    Q2. Which of the following scenarios is closest to your ideal retirement life?
    Option 1: Live an abundant life with my family
    Option 2: Travel around the world with my loved ones
    Q3. How would you achieve your life goal?
    Option 1: Explore investments to grow wealth
    Option 2: Plan short- and long-term savings
    Option 3: Pursue side hustles for extra income
    Please select any one option above
    Your financial style is…
    Prudent, Long-term, Courageous
    You have a prudent mindset and emphasise a long-term planning. You are willing to take risks and explore potential investment opportunities.
    Want to get financial and protection advice that better meet your needs?
    Click the button below to meet our Bank branch staff Representative and get 1,000 miles*.
    *Terms and Conditions apply
    Great!
    Let's keep in touch.
    takes about 2 mins to complete

    Full English Name

    Enter valid full english name

    Contact Number

    Please enter your contact number

    Email Address (optional)

    Enter valid email

    Cathay Membership Number (For the 1,000 Miles reward)

    Enter valid cathay membership number

    Cathay Membership's Family Name (e.g. Chan)

    Enter valid cathay membership's family name

    Cathay Membership's Given Name (e.g. Ka Ki)

    Enter valid cathay membership's given name

    Preferred Branch

    Select any value

    Notes
    1. Complete the above data and we will reach you in 7 – 14 working days. (Service hours: Monday to Friday 9 a.m. – 6 p.m. except public holidays).
    2. Please fill in the full English name as registered with the Bank, and the name must be exactly the same as the name shown on your Hong Kong Identity Card.
    3. Please provide the same mobile phone number as registered with the Bank.

    Please make sure the information you enter is correct. By clicking "Submit" below, you will not be able to change the information, and you agree that we will use the above information to contact you to understand your needs or inquiries.

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