风险测评问问卷评分标准

1.您的年龄是？

Which age range do you fall into?

A. 2

B. 4

C. 3

D. 1

2.您的家庭总资产净值为（折合人民币）？（不包括自用住宅和私营企业等实业投

资，包括储蓄、保险、金融投资、实物投资、并扣除未结清贷款、信用卡账单等

债务）

How much is your total household net asset in RMB? (Excluding private housing and enterprise, including deposit, insurance, financial investment, real investment, and deducting the debt from loans, credit card etc)

A. 0

B. 1

C. 2

D. 3

E. 4

3.您的家庭资产主要来源为？

What is your main source of household asset?

A. 1

B. 2

C. 3

D. 1

4.在您每年的家庭总资产净值中，可用于金融投资（储蓄存款除外）的比例为？Normally, what percentage of your total household net asset value could be available

for financial investment (expect for deposit)?

A. 0

B. 2

C. 3

D. 4

5.您的资产投资组合为：

What is your asset portfolio?

A. 1

B. 2

C. 3

D. 4

6. 您在金融产品上的投资经验有多少年？

How many years of experience do you have in investment?

A. 0

B. 1

C. 2

D. 3

E. 4

7.您认为下列哪种描述最好的诠释了您的投资目标及风险承受度？

Which statement best describes your investment objective and risk tolerance?

A. 1

B. 2

C. 3

D. 5

8. 您计划的投资期限是多久？

How long is your expected investment period?

A. 1

B. 2

C. 3

D. 5

9.您的投资出现何种程度的波动时，您会呈现明显的焦虑？

What level of fluctuation would you generally be uncomfortable with?

A. 0

B. 1

C. 2

D. 3

E. 5

10.您的主要投资目的是为了准备一下哪一项？

What is your main investment objective?

A. 1

B. 2

C. 2

D. 2

E. 1

F. 1

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