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INVESTOR PROFILE

Since this is your first investment through BANQ, you will need to setup your account at TriPoint Global Equities, LLC. Please complete the following form.

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Investment objective

Current Income 'tooltip-info label-element', 'data-toggle' => 'tooltip', 'data-placement' => 'right', 'data-original-title' => 'Preservation of capital with a primary consideration on current income.')); ?>

Balanced 'tooltip', 'data-placement' => 'right', 'data-original-title' => 'A balance between capital appreciation and current income with the primary consideration being current income.')); ?>

Growth & Income 'tooltip', 'data-placement' => 'right', 'data-original-title' => 'A balance between capital appreciation and current income with the primary consideration being current income.')); ?>

Growth 'tooltip', 'data-placement' => 'right', 'data-original-title' => 'Capital appreciation through quality equity investments and little or no income.')); ?>

Maximum Growth 'tooltip', 'data-placement' => 'right', 'data-original-title' => 'Maximum capital appreciation with higher risk and little to no income') ); ?>

Speculation 'tooltip', 'data-placement' => 'right', 'data-original-title' => 'Maximum total return involving a higher degree of risk through investment in a broad spectrum of securities')); ?>
Investment experience

Mutual Funds

Variable Products

Bonds

Stocks

Options

Annuities/Life Insurance

None
Risk Exposure

Low

Moderate

Aggressive

Speculative
Investment Knowledge

Limited

Good

Excellent
Source of Account Funding

Investments

Compensation

Retirement Assets

Gift

Donations

Insurant Payout

Inheritance

Social Security Benefits

Legal Settlement

Spouse/Parent

Lottery/Gaming

Business Revenue

Sale of Business Property
Liquidity Needs

The timeframe to convert the account to cash without experiencing significant loss in value from the lack of a ready market.

Less Than One Year

> 1 to 5 years

5 to 10 years

10 to 15 years

Over 15 years

Liquidity Needs Not Applicable
Time Horizon

Short Term - Less than 1 yr.

Intermediate - 1 - 10 yr.

Long Term - More than 10 yr.
Home

Own

Rent