Financial Planners & Investment Advisers

Client Investment Questionnaire

Investment Questionnaire

 

INVESTMENT ADVICE QUESTIONNAIRE

As we help you navigate the investment world, we need to understand your capacity to tolerate fluctuations, how aggressively or cautiously you want to invest, and what your targets are.

By completing the questions below, we’ll keep your investment portfolio updated and tailor-made for your personal financial & family circumstances.

If you’d prefer to do this face-to-face with a financial planner, please reach out for either an in-person or a virtual online meeting.


 
 

➤ location

129 Kgale Court,
Gaborone International Finance Park
 

➤ Office hours

Monday - Friday
8am - 5pm
 

☎ Contact

advice@scifinancial.com

+267 318 0111