Beruflich Dokumente
Kultur Dokumente
Last Name
First Name
Present Home Address (incl Zip code):
Employment / Business
Occupation:
Nature of Work / Business (if self-employed):
Name of Employer / Business:
Nature of Employer / Business:
Employer / Business address (incl. Zip Code):
TIN or SSS:
Bank Account
(for auto-debit account)
BDO / BPI Account Name:
BDO / BPI Account Number:
Credit Card
(if not payment via auto-debit account)
Cardholder name:
Card number:
Card expiry date:
Bank issuer:
Beneficiaries
(must be immediate family: siblings and/or parents, max of 5)
Beneficiary 1 - Primary
Surname, Given Name, Middle Name
Relationship:
Present Home Address:
*Leave blank if same with Client
Birthday (mm / dd / yyyy) :
Age:
City/Province of birth:
Beneficiary 2 - Primary
Surname, Given Name, Middle Name
Relationship:
Present Home Address:
*Leave blank if same with Client
Birthday (mm / dd / yyyy) :
Age:
City/Province of birth:
Beneficiary 3 - Secondary
Surname, Given Name, Middle Name
Relationship:
Present Home Address:
*Leave blank if same with Client
Birthday (mm / dd / yyyy) :
Age:
City/Province of birth:
Beneficiary 4 - Secondary
Surname, Given Name, Middle Name
Relationship:
Present Home Address:
*Leave blank if same with Client
Birthday (mm / dd / yyyy) :
Age:
City/Province of birth:
Beneficiary 5 - Secondary
Surname, Given Name, Middle Name
Relationship:
Present Home Address:
*Leave blank if same with Client
Birthday (mm / dd / yyyy) :
Age:
City/Province of birth:
Required -
nal Information Form
Middle Name
Age:
Nationality:
Civil Status:
Mobile number:
Email Address:
Investment Risk Profile
(Please choose the letter/answer that best describes you)
INVESTMENT HORIZON
1.) How long will you allow your money to grow before you feel the need to have access to it?
*A unit-linked product is a long-term investment and life insurance policy. A longer investment horizon is generally
recommended and a unit-linked product is not suitable for investors with short-term liquidity needs. Please
consult with your Life Insurance Agent/Insurance Broker to decide if a unit-linked product will be suitable for your
needs.
INVESTMENT GOAL
2.) What is your goal for this investment?
A. Capital preservation with a potential return that is slightly higher than time deposit rate
B. Steady growth in capital
C. A significant level of capital appreciation
**Unit-linked products carry investment risk. Investment return is not guaranteed and there is a risk of capital
loss. Please consult with you Life Insurance Agent/Insurance Broker to decide if a unit-linked product will be
suitable for your needs.
A. Portfolio A
B. Portfolio B
C. Portfolio C
D. Portfolio D
Scoring System
A Q 1 2 3 4 5 6
B A X 1 0 0X 1
C B 2 2 2 1 1 1
D C 3 3 4 2 2 2
D 4 4 4 3 3
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