Investment Planning Checklist

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   * These fields are optional, unless follow-up is requested. 
 
Would you like an Investaflex Representative to follow-up and discuss your answers with you?

Yes
No
1.  I am confident that my portfolio is diversified enough.
Yes
No
Unsure
2.  I manage my own investments, independent of professional advice.
Yes
No
Unsure
Yes
No
Unsure
3.  My advisor takes into account specific, market and tax risk when developing my portfolio.
Yes
No
Unsure
4.  My advisor practices tax-efficient asset allocation throughout my entire portfolio.
Yes
No
Unsure
5.  If my portfolio drops by 10%, my advisor contacts me to discuss alternatives.
Yes
No
Unsure
6.  Portfolio monitoring takes up a lot of my time, which I would rather spend on something that gives me more fulfillment.
Yes
No
Unsure
7.  I believe in having appropriate investment planning in place to secure my retirement objectives.
Yes
No
Unsure
8.  My spouse is actively involved in the family investment portfolio decisions.
Yes
No
Unsure
9.  My asset allocation (ie, between equities, fixed income, cash) reflects my risk profile.
Yes
No
Unsure
10.  My financial advisor has a good manager selection process in place.

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