Investment Persona Analysis

In developing an investment plan, it is important to identify your profile as an investor.

This is dependent on your investment objectives, your attitude to risk and the time frame required to meet your objectives. To enable you and Zedcrest Investment Managers have a good understanding of your goals and risk profile, we will appreciate it if you kindly fill out the form and provide answers to the self evaluation questions provided in the pages following. You may also find that responding to all the questions can help you identify your investment objective more precisely .

Please be assured that details provided will be kept confidential and secure and would not be shared with any other party.