บริษัทหลักทรัพย์จัดการกองทุน กรุงไทย จำกัด (มหาชน)

Part 1 For General Investments

1) Your current age

60 years or older

50 – 60 years

35 – 49 years

Below 35 years

2) Education level

Below university bachelor's degree

Master's degree or higher

3) Prior investment experience in securities (securities refer to funds, bonds, stocks, government bonds or derivatives)

None

Less than 1 year

1 – 5 years

More than 5 years

*** Advice for completing questions 4, 5 and 6: The term 'this investment' shall refer to these situations (1) if you only hold one fund managed by the firm then this applies to the amount of investment in that fund, or (2) if you hold several funds managed by the firm then this applies to the amount of investment in the fund with the highest risk.

4) Time period that you do not expect to use this investment sum

Less than 1 year

1 – 3 years

3 - 7 years

More than 7 years

5) Do you need this investment to generate income to pay for your regular expenses?

Extremely necessary

Necessary

Somewhat necessary

Not at all

6) This investment is what proportion of your total assets

Over 60%

30% – 60%

10% – 30%

Less than 10%

7) Which of the following most accurately describes your view about investments?

Principal should not incur any loss at all, despite the chance of earning a somewhat higher return

Principal can incur some loss in exchange for the opportunity to earn a somewhat higher return

Principal can incur loss in exchange for the opportunity to earn higher returns

A high return is desired; no restrictions regarding investments

8) Investment in highly volatile securities tend to generate high returns over time, but they are risky and can cause large losses. How much investment risk are you comfortable with?

Very little. Emphasis is to generate regular income without much risk exposure although it means returns are rather low

Some risk acceptable. Investments can contain some risk in exchange for prospects of higher returns over the long term

Medium level of risk acceptable. Reasonable investment risk is acceptable in exchange for prospects of higher returns in the long term

High. Investments can contain a lot of risk as this creates opportunities to maximize returns over the long term

9) At times, a conservative low-risk investment may actually underperform the inflation rate and this would diminish your purchasing power. Which of the following most accurately describes your investment objectives?

The principal invested must be safe, despite returns outpaced by inflation

Some loss to principal is acceptable to ensure returns are higher than inflation

Emphasis is to beat the inflation rate by a certain level; investment risk is acceptable

Maximize returns over inflation; investment risks are totally acceptable

10) How much loss is acceptable from your fund investment?

Below 10%

10% – 20%

20% – 50%

More than 50%

Part 2 Investment in Foreign Investment Funds

11) Can you accept foreign exchange risk?

Yes

Part 3 Other considerations

12) Do you have limitations regarding communication or decision-making, such as hearing disability or impaired vision?

Yes

Providing information that is substantial, accurate, truthful, up to date, and complete, will reflect on the quality of services and recommendations that you will receive.
The asset allocation model shown in the risk profile form is only a preliminary sample recommendation for the results of the risk assessment. Before making any investment decision, the investor should also consider other factors when formulating an investment plan, such as one's financial standing, investment objective, time frame, etc. Also consider consulting an investment advisor to receive proper advice.

Score	Investor Type	Allocation
Score	Investor Type	Cash deposits + Short term fixed income	Gov’t fixed income	Corporate fixed income	Equities	Alternative investments
Less than 15	Low risk	≥ 75%	≤ 30%		≤ 5%	≤ 0%
15 to 21	Low to moderate risk	≤ 25%	≤ 65%		≤ 10%	≤ 5%
22 to 29	Medium to relatively high risk	≤ 10%	≤ 60%		≤ 20%	≤ 10%
30 to 36	High risk	≤ 10%	≤ 40%		≤ 40%	≤ 15%
37 or higher	Very high risk	≤ 5%	≤ 15%		≥ 60%	≤ 25%

For Individual

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For Individual

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