6/21 What percentage of your income are you willing to invest?
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7/21 How would you react if the value of your investment dropped by 10%?
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8/21 Are you comfortable with short-term fluctuations
in your investment value?
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9/21 What is your primary investment goal?
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10/21 How much investment experience do you have?
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11/21 Why are you investing?
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12/21 How long do you plan to keep your money invested?
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13/21 When do you expect to start withdrawing money
from your investments?
1 year
1 - 3 years
3 - 5 years
5 - 10 years
10 + years
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14/21 What are your primary financial goals?
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15/21 How much liquidity do you need in your investments?
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16/21 What is your primary reason for investing?
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17/21 Are you planning any significant purchases in the near future?
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18/21 How flexible are you in adjusting your financial goals?
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19/21 Do you have any upcoming financial commitments?
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20/21 Are you dependent on your investments for your
day-to-day expenses?
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21/21 How many years until you retire?
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