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SMARTNOTE QUESTIONNAIRE

First

Last

Address Lookup

Address

City

Province

Postal Code

Mobile Phone

Email Address

Current Annual Income

Estimated Net Worth

Are you looking to devote Full-time or Part-time to your franchise?

Full-time Part-time

In which Province(s) are you interested in establishing a moneymoves franchise? *

Fixed Income Equity

Employment Status

Employed - Full time Employed - Part time Self-Employed/Consultant Retired

Investment Objective(s)

Wealth Accumulation Current Income Retirement Other

Which one of the following statements best describes your attitude toward the trade-off between risk and return?

I am primarily concerned with limiting risk. I am willing to accept lower expected returns in order to limit my chance of loss Limiting risk and maximizing return are of equal importance to me. I am willing to accept moderate risk and a moderate chance of loss in order to achieve moderate returns I am primarily concerned with maximizing the returns of my investments. I am willing to accept high risk and a high chance of loss in order to maximize my investment return potential

I would like to receive email updates regarding future SMARTNOTE opportunities?

Yes No

Comments/Questions