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About Us

A bank-affiliated investment fund committed to growing wealth for individuals, institutions and employers across the Caribbean.

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Three professionally managed funds designed around your goals — from growth to income, and every stage in between.

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Investment Profiler

The Investor Profile Tool is designed to help you better understand your investment preferences, goals, and risk appetite. By providing a clearer picture of your financial outlook, we are able to guide you toward solutions that are more closely aligned with your needs.

Whether you are just starting out or looking to refine your portfolio, this tool supports more informed decision-making as you work toward your long-term financial objectives.

All questions are mandatory.

Question 1 of 8

Describe your knowledge of investments:

Limited Basic Good Extensive

Do you expect you will need to withdraw up to half of the money invested for any reason?

Yes, in 1-2 years Yes, in 3-5 years No

What category would you say best describes your investment goals?

Security — I am prepared to accept reduced returns in order to mitigate the risk of any capital loss. Income and Inflation Protection — My top priority is to secure a reliable and steady income from my investments, while also ensuring that my money outpaces inflation over the long term. Income and Growth — I aim for my investments to generate a consistent stream of income and to grow without major declines in value. Conservative Growth — My primary objective is the sustained growth of my investments over the long term, and I am open to the idea of accepting a reduced return in exchange for a decreased risk of a substantial decline in the value of my investments. Growth — I aim to achieve the maximum long-term return on my portfolio, understanding that occasional significant declines in the total value of my investments may occur.

The source of your income is:

Retired / not working Secure (e.g. government / civil service) Employed Self-employed / variable

Do you have current income needs from your investment?

Yes No

What amount of financial risk are you willing to take when you invest?

Take no risk Take small risks to earn small returns Take average risks to earn average returns Take above average risk expecting to earn above average returns Take significant risks to earn significant returns

Imagine that in the past three months, the overall stock market lost 25% of its value. An individual stock/investment you own also lost 25% of its value. What would you do?

Sell all shares Sell some shares Do nothing Buy more shares

Among the five hypothetical investment plans below, which range of potential outcomes is the most suitable and tolerable for you, considering the most optimistic and pessimistic annual returns?

	Plan	Avg. Annual Return	Best Case	Worst Case
	A	2.8%	11.2%	-5.5%
	B	4.5%	18.6%	-11.4%
	C	5.9%	25.4%	-17.1%
	D	6.4%	38.2%	-23.2%
	E	7.6%	45.2%	-26.9%

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