Customer Profile Based On The Information You Provided

863 WordsApr 10, 20154 Pages
Investment Policy Statement Client Profile Date: 2015-04-01 Prepared for: Aaron McDavid Address: 123 the first Street Province: Ontario Postal Code: A1B 2C3 Phone: 789-563-2479 Prepared by: Siye Jin Address: 123 the fifth Street Province: Ontario Postal Code: A5B 2C3 Phone: 801-963-8525 The following is a summary of your investor profile based on the information you provided: • Your annual gross income is $ 125,000 • Your net worth is $750,000 • Your primary investment objective is to achieve moderate growth. • Your time horizon is 40 years. • You expect a 4% to 8% average annual return for your portfolio in the long term (+10 years) before tax and after inflation. • You have good investment knowledge. Your current assets allocation  Cash $12,500 CI Money Market Fund  Fixed-Income $85,000 AGF Canadian Bond Fund$ 140,000 O’Leary Canadian Bond Yield (Series A) Fund  Equity- Canadian $20,000 Mawer Canadian Equity Fund  Equity- Global $100,000 Mawer U.S. Equity Fund $15,000 RBC Global Energy Fund Introduction for IPS The investment policy statement provides a linkage between the client, manager/advisor and the investment portfolio. It serves as a structured decision-making process for clients and advisors and helps to balance return seeking and risk taking. Also, IPS offers clarity and generally helps to build a higher level of trust between client and advisor. The
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