Address
Riviera Multifinance
479 Corniche des Primevères 06210 Mandelieu
- France
E-mail: info@riviera-multifinance.com
Tel: +33.(0)4.93.00.12.84
Fax: +33.(0)4.89.88.65.21
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QUALIFICATION AND FINANCIAL
EXPERIENCE
The communication of the information here below is voluntary and is effected in your interest. It comprises the elements, which could help to estimate globally your financial situation and your legacy goals.
If you whish not to fill it and just get in touch, click here to send the contact form at the bottom.
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| What amount do you envisage to invest? |
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| What is your first motivation for this investment? |
A necessity to complete your income from now
A necessity to complete your income in the future
To have a security savings
To accrue a mentioned sum in order to realize a defined project
To increase your capital without any specific aim
To prepare the transference of your capital
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| What is the estimated duration of your investment? |
Short duration 0-5 years
Average duration 5-10 years
Long duration + 10 years |
| Your current income: |
Cover your general expenditures and allow you to save every year
Cover your expenditures. You do not need to complete your revenues
Do not cover your general expenditures and you had to complete this revenue by this investment
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| Which of these propositions characterizes the best your perception of your income for the years to come? |
I think that my income will increase more than the inflation (rise, professional promotion)
I think that my income will be maintained (considering the inflation)
I think that my income will be decreased (retirement, reducing of my work time…)
My income varies every year |
| Can you say that your current situation – that which is described by your answers in this questionnaire: |
Should remain the same during all the period of your investment
May change before the end of the prescribed period of your investment
Will considerably change before the end of the prescribed period of your investment |
| What is your general experience of financial investment? |
No experience before
I have already realized some investments through a financial adviser
I have already realized some investments without financial adviser |
| What is your experience of the investments in terms of life-insurance ? |
No experience before
I have already realized some investments through the life-insurance contract in Euro basis
I have already realized some investments through the life-insurance in Mutual funds |
| What is your experience of the investment on a banking portfolio? |
No experience before
I have already realized some investments through a banking portfolio, using only the account through Mutual Funds (,SICAV or FCP
I have already realized some investments through a banking portfolio, using the active equities (stocks or bonds) |
| If you already have a banking portfolio, how your assets are invested in terms of risk? |
Prudent
Balanced
Dynamically |
| Have you already managed yourself your banking portfolio? |
Yes
No |
| What is your experience of other financial investments? |
No other experience
I have already realized investments in private equities
I have already used warrants, Euro Medium term Note (EMTN) or derivatives products
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| Have you already completed a financial investment, which experienced a high drop of it value ? |
Yes
No |
| If yes, what was the extent in percentage? |
A loss below – 15 %
A loss between– 15 % and – 25 %
A loss between– 25 % and – 35 %
A loss more than – 35 % |
| If yes, what was the extent in euros? |
Less than 15 000 euros
From 15 000 to less than 50 000 euros
From 50 000 to less than 100 000 euro
More than 100 000 euros |
| What variation range does characterize the best the level of risk that you can accept? |
– 5 % + 10 %
– 10 % + 20 %
– 20 % + 35 %
– 35 % + 50 %
A spread bigger than– 25 % + 50 % |
| If in months to come, the value of your investments had dropped unexpectedly of 15%, what would you do? |
Sell everything
Sell one part, blaming the most high drop
Wait the stocks to climb back
Benefit from the drop for investing more |
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