INVESTMENT STRATEGY
(Appendix 2)
1.
Investment Strategy:
Profile 1
Profile 2
Fixed
Return
Conservative Balanced
Dynamic
100%
Min. 65%
Min. 40%
No limit
b) Other investments authorized by
"Investment Possibilities in the case of
discretionary wealth management”
(APPENDIX A)
0%
Max. 35%
Max. 60%
No limit
3. RISK
Very Low
Low
Medium
High
4. INVESTMENT HORIZON
1-2 years
3-5 years
5-10 years
Greater than
10 years
1. INVESTMENT OBJECTIVES
Profile 3
Profile 4
2. TYPE of ASSETS
a) Fixed-Income Investments (bank
Savings account, "Investment Grade*"
bonds, Monetary and Bond funds, as
well as "Investment Grade*" bond
funds, Certificates of deposit, etc…
* "Investment Grade" corresponds to fixed income investments whose Moody's ratings are at least of the Baa3/BBBquality at the time of purchase
Investment Strategy selected by the Client: Profile N° _____________________
2.
Possible investment restrictions:
………………………………………………………………………………….…………………...
………………………………………………………………………………………………………
………………………………………………………………………………….…………………
………………………………………………………………………………….…………………
3.
Possible investment preferences:
………………………………………………………………………………….…………………
………………………………………………………………………………………………………
………………………………………………………………………………….…………………
………………………………………………………………………………….…………………
4.
Possible special instructions:
………………………………………………………………………………….…………………
………………………………………………………………………………………………………
………………………………………………………………………………….…………………
………………………………………………………………………………….…………………
I hereby confirm that the chosen strategy reflects my standards and my investment
objectives, and is in line with my Risk Profile (APPENDIX 1).
If the chosen strategy is not consistent with my Risk Profile (APPENDIX 1), I accept and
assume the risks associated with this strategy.
.
Date: ………………………………………….
Client
(GSCGI - revised – September 2016)
Manager / Advisor