AXA Be Life Confident Be Life Confident
中文
Sitemap
AXA Worldwide
Contact Us
   
 
PersonalBusinessAbout AXA


There are numerous features at work in determining what is the right investment mix for you. But as a quick test, our MPF@visor will help you understand yourself more.

The MPF@visor indicates what type of investor you are in terms of risk. Personal circumstances may change and evolve over time, and are not incorporated in the model.

A. Life Cycle
 
1 Your age :
30 or below;
31 to 50;
51 or above;
 
2 Marital status:
Single
Married
 
3 No. of dependents (including the children below the age of 25):
None;
One;
Two;
Three;
More than three.
 
4 The age of your youngest children
No children or the age over 25
18-24
12-17
6-11
5 or below
 
B. Time Scale
 
5 You are investing or planning to invest to meet your retirement income needs. You expect to retire in:
Under 3 years
3-5 years
6-10 years
11-15 years
Over 15 years
 
6 On your expected retirement date, how confident are you on having sufficient monies to maintain your living standards?
Not Confident;
Slightly Confident;
With Confidence;
Very Confident;
Extremely Confident.
 
C. Risk / Return Assessment
 
7 Which of the following best reflects your attitude toward investment?
I look up share and fund prices every day;
I would have trouble sleeping at night knowing that the value of my investment may go down;
I can take risk as long as it doesn't deteriorate my investment principal;
Fluctuations do not bother me as long as I am compensated;
I don't keep a watch on how my investments are performing.
 
8 Which of the following best describes your investment capability?
I cannot invest myself at all
I am a competent investor but would seek minimal professional advice
I am a highly competent investor
 
9 Do you have your own property ?
No;
Mortgage, with over 70% liability;
Mortgage, with 50% - 70% liability;
Mortgage, with less than 50% liability;
Own, without any liability.

AXA WorkbenchAXANet
AXA Wealth Management Ltd.
Enquiries
 
Mr Mrs Miss
Name  
Contact Number  
Email  
Personal Data Policy
 
Hotline 2802-2812
Useful Tools
 
>   Fund Price
>   MPF Fund Price
>   Download MPF Forms & Documents
>   MPF Calculator
 
Enquiries
 
©Copyright 2005 AXA China Region Insurance Company Limited. All rights reserved.
Disclaimer & Ownership | Personal Data Policy | Security | Note for Macau's Operation