Get Quote - Atty. Bryan Villarosa

First Name

Last Name

Phone

I. What is your present life stage? (Choose one)

Getting started (Building independence and confidence) Moving Up (Prioritizing family above all) Preparing Ahead (Nurturing my health and wealth) Leaving a Legacy (Ensuring impactful golden years)

II. What is your objective(s) for purchasing our product? (Choose all the apply)

Income Protection (Money to protect against financial setbacks e.g. death, accident, disability, etc.) Health Protection (Money to cover medical expenses e.g. critical illness, hospitalization, etc.) Education (Money for your child's college education) Retirement (Money for a comfortable retirement) Life Milestones (Money for your life milestones and other needs) Estate Transfer (Money to efficiently transfer wealth to loved ones)

III. What type(s) of products are you looking for to meet your objective(s) above? (Choose all the apply)

Insurance (Insurance product without any savings or investment element, e.g. term insurance) Insurance with Savings (Insurance product with savings but without investment element, e.g. traditional participating policy) Insurance with Investment (Insurance product with investment risks borne by you, e.g. variable unit-linked) Investment (Investment Product with no insurance protection, risks borne by your, e.g. mutual funds)

IV. For how long are you able and willing to contribute and keep THIS application? (Choose one)

V. What percent of your investible/financial assets* will be aside for THIS application?
(Note: Sun Life Canada (Philippines),Inc. does not recommend exposure to a single product to exceed 20% of your investible/financial assets. In order to manage risks, it is recommended that you diversify your assets)

Approximate Net Worth

Under PhP 1 Million 1 Million to 15 Million Over Php 15 Million

VI. How much is your knowledge of investments? (Choose one)

[1] No knowledge [2] Limited (I have limited knowledge of investments outside of bank deposits) [3] Moderate (I have some knowledge of investments like bonds, stocks, and pooled funds) [4] Good (I have general knowledge of investmens like bonds, stocks, mutual funds and derivatives) [5] Extensive (I have extensive knowledge of investments like bonds, stocks, mutual funds, derivatives, and structured products)

VII. How many years have you been investing in stocks, bonds and mutual funds/UITFs? (Choose one)

VIII. How would you best describe your investment objective, and the level of risk you can take? (Choose one)

[1] Capital preservation: I want my capital secured even if the investments provide low returns. [3] Regular Income: I prefer investments that provide a predictable flow of income, as opposed to funds that widely fluctuate. [5] Income and growth: I seek a regular flow of income but will accept some volatility for capital growth. I prefer investments that provide both opportunities to earn income and to grow over time. [7] Capital growth: I seek long term growth with some income. I am comfortable with volatility in order to achieve capital growth. [9] Capital appreciation: I seek capital appreciation and fully accept volatility. I prefer high-risk investments with high potential returns.

IX. How much are you willing to invest in higher-risk investments? (Choose one)

X. How long can you keep your money invested to achieve your financial goals? (Choose one)

[1] Less than one (1) year [3] One (1) year to Two (2) years [5] Three (3) years to Five (5) years [7] Six (6) years to Ten (10) years [9] Over Ten (10) years

XI. Which statement best describes your current financial situation? Please consider your regular expenses, your ability to repay outstanding loans, and your savings for emergencies and retirement. Which of the following statements best describes your financial situation. (Choose one)

[1] I need this investment to supplement my current income. [3] I do not need this investment to supplement my current income; however, this could change in the next months. [5] I do not need expect to use this investment to meet current requirements, but I would need to access these funds in an emergency. [7] My financial situation is stable, and I have sufficient cash flow to meet most of my requirements. [9] My financial situation is completely secure, and I can meet emergency requirements

TOTAL: Add the points indicated in the brackets (questions VI to XI) corresponding to your choice to get the total score. Your total score will determine your risk profile and the recommended Funds for you.

Conservative (A score of up to 14 points e.g. Money Market Fund) Moderate (A score of up to 22 points e.g. Bond Fund) Balanced (A score of up to 30 points e.g. Balanced Fund) Growth (A score of up to 38 points e.g. Opportunity Tracker Fund) Aggressive (A score of up to 46 points e.g. Equity Fund)