Save Today, Secure Tomorrow

Important notice to customers : CBUAE requires that in order to make an informative decision, you must have reasonable information for making this decision. This means that we need to have more information about your current & future objectives, financial situation and particular need. The information requested in this form is necessary to enable a system recommendation to be made on a reasonable basis and will be used for that purpose. Financial planning is a long-term process and many of the investments are also long-term in nature. However, while long-term goals is generally achieved, it may come with periods of negative returns. To ensure your financial goals are reached, generally you must remain invested as per your financial plan during these periods. The following questions help us understand your tolerance for financial risk. The information gives us an overall understanding of your profile and helps us understand what products will be appropriate, in helping to achieve your future goals. How to complete this questionnaire? There are no incorrect answers. Simply tick the box next to the most appropriate answer for you. When you have answered all questions, we will add up your score to determine your risk profile and your future financial planning needs.