Onboarding Form for MEXEM's
Investment Advice

Fill in your personal information
Account Number
Full Name
Telephone
Email Address
To make sure the trading invest advice is suitable for you, we have a few more questions for you regarding your risk profile. Please select which options are applicable for you.
1. What are your primary investment goals (e.g., capital growth, income generation, speculation)?
2. What is your target timeframe for these investments?
3. Are there specific financial targets you aim to achieve with this portfolio?
4. How do you feel about market volatility and substantial portfolio fluctuations?
5. What level of financial loss are you comfortable with in a worst-case scenario? (Assuming $100K invested)
6. Have you invested in high-risk assets before, such as leveraged products, derivatives, or cryptocurrencies?
7. Are there any specific ethical or social criteria you want to consider in your investments?
8. Do you have any concerns about the liquidity of your investments or the ability to quickly access funds if needed?
9. What is your experience in relation to investment services?
10. Which risk/reward scenario best describes your annual investments expectations with MEXEM?
Potential gain
Potential loss
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