Suitability and Appropriateness Questionnaires

Depending on the services that you wish to receive, you may first be required to complete a questionnaire.

If your services include investment advice and portfolio management, you will be required to complete the Suitability Questionnaire.

Where your investment services relate to complex financial instruments (other than in relation to investment advice and/or portfolio management), you will be required to complete an Appropriateness Questionnaire.

The Bank uses the Questionnaires to obtain the necessary information about your knowledge and experience in the investment field relevant to your service, your financial situation and investment objectives. This enables the Bank to assess whether the investment service(s) and/or financial instrument(s) are appropriate for you, and to recommend suitable investments. In the case of complex financial instruments, the Bank will warn you if it determines that the relevant investment service(s) and/or financial instrument(s) are not appropriate for you.

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