1.
Is my securities account only oriented towards rising share prices or can I also profit if share prices are not rising, or even falling?
I profit only from rising share prices
I profit from stagnating and from falling share prices.
I profit from rising, stagnating and falling prices.
2.
Which investment instruments are deployed in your securities account, in addition to shares, bonds and funds? (several answers possible)
Structured products
Defensive Prämienstrategien
Alternative Investments
None of the above investment instruments
3.
Are my investments protected by a stop-loss and optimized by means of profit safeguard ?
Yes, my investments always have a stop-loss
Yes, my investments always have a profit safeguard
Yes, my investments always have a stop-loss
My investments are not protected either with a stop-loss or
4.
How do I make my investment decisions?
Emotionally, based on what I have heard and read
Systematically, based on a clear strategy
5.
Do I act more on a long-term or on a short-term basis?
Mostly I keep hold of purchased securities, even if they "slip" from time to time
I react even to the smallest change in share price, either by
selling or by opting to take the profits
realisiere
I do not have the time to concern myself constantly with share prices
6.
Are there investments in my securities account which are showing large losses?
I have no shares with losses above 15%
I do have shares with losses above 15%/span>
I do have shares with losses above 30%
7.
Are there investments in my securities account which are registering large profits?
I have no investments with over 15% profit
I do have shares with profit over 25%
I do have shares with profit over 50%
8.
Do I have sufficient liquid assets in my securities account to be able to react to special situations (e.g. attractively priced shares, interesting new products etc.) ?
Yes
No
9.
Am I satisfied with my performance up to now?
Yes, I am very satisfied
I am fairly satisfied
No, I am not satisfied at all
10.
How do I judge the service provided by my depositary bank?
Very good, because of individual and personal care
Satisfactory, because in order, but little contact
Dissatisfied, because no active personal care
11.
Do you primarily get purchase recommendations from your bank, or sales and risk-hedging recommendations also?
I only get purchase recommendations
I get purchase and sales recommendations, as well as individual strategies
I get purchase- and sales recommendations, and suggestions for safeguarding my securities account
12.
Is my securities account also prepared to deal with a crash?
Yes
Partly
No
I cannot judge
13.
Does my securities account employ defensive options strategies and / or structured products, for profit optimization or hedging risk respectively?
Yes
Partly
No
Unknown
14.
Am I satisfied with my investment fund?
Yes, because my fund over-performs.
No, my fund is not performing satisfactorily
15.
Do I also benefit from special conditions at my bank?
Yes
No
16 .
What interest rate is applied to my liquid assets (CHF checking account) ?
I get between 1/4 % and 3/4 % interest
I get between 7/8 % and 1 1/2 % interest
I get more than 1 1/2 % interest
17.
How are the fees charged to me for my asset management?
Fixed fees, fixed administrative costs
Performance-related fees, profit sharing, principle of carryover of loss ?
I administer my investments myself
18.
Is my securities account based on a clearly defined investment strategy?
Yes, this is also adapted to suit the situation and is optimized
Yes, but it remains rather static
No
19.
How often is my securities account subjected to a check with regard to tax optimization and pension planning?
once annually
irregularly
never before
20.
Are my pension provision assets, 2nd and 3rd Pillar, included in the financial planning?
Yes
No
Unknown
21.
Is my bank / my financial consultant only interested in my security deposits or does he/she take into account my life situation as a whole and the areas of pension provision, tax and the inheritance of my assets?
Only interested in my security deposits
Also concerns himself / herself with pension provision, tax and inheritance of my assets
I cannot judge
22.
How have I arranged the question of .inheritance of my assets . (testamentary disposition, will, contract of inheritance) ?
Arranged years ago, not updated since then
Arranged; gets updated according to requirements
Not yet arranged
