Investor Profile

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UPTOWN Investor Profile

Title	--Please Select--Mr.Mrs.Miss.Ms.Dr.Rev. Invalid Input
First Name (required information)	Missing or incorrect information. Please re-enter.
Middle Name (required information)	Missing or incorrect information. Please re-enter.
Last Name (required information)	Missing or incorrect information. Please re-enter.
Birthday	View Calendar Invalid Input
Marital Status	--Please Select--Common LawDivorcedMarriedSeperatedSingle Invalid Input
SIN #	Invalid Input
Home Phone #	Invalid Input
Work Phone #	Invalid Input
Email Address	Invalid Input
Applicant Current Address
Address	Invalid Input
City	Invalid Input
Province	--Please Select--AlbertaBritish ColumbiaManitobaNew BrunswickNewfoundlandNova ScotiaNorthwest TerritoriesNunavutOntarioQuebecP.E.I.SaskatchewanYukon Invalid Input
Postal Code	Invalid Input
Years At Address	--Please Select--12345678910+ Invalid Input
Applicant Present Employer
Occupation	--Please Select--ManagerClericalLabourer/TradepersonRetiredProfessionalSelf-employedOthers Invalid Input
Industry Sector	ConstructionGovernmentHealthEducationHi-TechRetail SalesLeisure/EntertainmentBanking/FinanceTransportServicesManufacturingFarming/Natural ResourcesOthers Invalid Input
Name of Employer	Invalid Input
Address	Invalid Input
City	Invalid Input
Province	--Please Select--AlbertaBritish ColumbiaManitobaNew BrunswickNewfoundlandNova ScotiaNorthwest TerritoriesNunavutOntarioQuebecP.E.I.SaskatchewanYukon Invalid Input
Postal Code	Invalid Input
Length of Employment	Invalid Input
Years in Line of Business	Invalid Input
Income Type	--Please Select--Salary/HourlyCommissionPensionAlimonyOther Invalid Input
Annual Income	Invalid Input
Other Income Source	Invalid Input
Other Income Amount	Invalid Input
Notes	Invalid Input
Financial Net Worth
Assets
	Total Value
Bank Accounts	Invalid Input
Principal Residence	Invalid Input
Rental and Other Properties	Invalid Input
Investments (GIC, TFSA, etc)	Invalid Input
Other	Invalid Input
Liabilities
	Total Balance/Owing
Credit Card	Invalid Input
Mortgage on Principal Residence	Invalid Input
Mortgage on Rental and Other Properties	Invalid Input
Credit Lines and Loans	Invalid Input
Other Liabilities	Invalid Input

Questionnaire

What are you hoping to achieve with this Investment? Retirement Savings Additional Income Leave Assets For My Family Increase Cash Flow Other Invalid Input

What rate of return do your expect to obtain? Invalid Input

What is the amount of the investment that your believe would fit your current lifestyle? Invalid Input

When do your expect to get payments back for your investment? Bi-weekly Monthly Annually Invalid Input

When do you expect to get your full investment back including interest? 0-6 months 6-12 months In more than 1 year Invalid Input

How would you rate your willingness to take on risks? Very low risk taker Low risk taker Average risk taker High risk taker Very high risk taker Invalid Input

When face with a major investment decision, are you more focused on the possible losses or the possible gains? Always on the possible losses Usually on the possible losses Usually on the possible gains Always on the possible gains Invalid Input

Which of the following would best describe your investment style? Conservative Moderately conservative Moderate Moderately aggressive Aggressive Invalid Input

Please enter the validation code (required information) Refresh Invalid Input