QUESTIONNAIRE

NAMEADDRESS: D O BOCCUPATION:ORGANISATIONDESIGNATION-

CONTACT NO: -

FAMILY DETAILSNAME(WIFE): D O B: NAME OF CHILD: 1. 2. DOB

NEED
y y y y y y y y PROTECTION:INVESTMENT:TAX SAVING:SAVING:CHILD EDUCATION:HEALTH:PENSION:CHILD MARRIAGE:-

OBJECTIONS

INVESTMENT APTITUDE
 LOW RETURN LOW RISK-7%  MEDIUM RETURN MED RISK-10%  HIGH RETURN HIGH RISK-17%

CUSTOMER SIGNATURE