Information and education
The Autorité des marchés financiers (AMF) makes this investor profile questionnaire available for information and education purposes only.
This questionnaire is designed to help you determine the type of investor you are and give you an idea of your investor profile. The information in the questionnaire should not be interpreted as advice or an opinion about any particular investment product or class of investment product, and should not be used for this purpose. The questionnaire does not make recommendations regarding the buying or selling of securities.
This questionnaire only provides general information and is not a substitute for advice from an authorized representative. It is intended to complement, not replace, a proper assessment by an authorized representative. The questionnaire is only one part of the process of getting to know you.
The AMF recommends that you consult an authorized representative for more accurate results and advice for your specific needs.
Limitations of the tool
This tool does not deal with all the types of investments, for example, those requiring a prospectus exemption.
It also does not deal with all the investment strategies available, for instance, borrowing to invest. Lastly, it does not deal with investments outside financial markets such as owning your own business or investing in real estate.
Your investor profile is based on the information you provide. The profile changes according to the information indicated and, as a user, you alone are responsible for the answers provided. Your investor profile can change over time and should be reviewed if your situation changes.
The Autorité des marchés financiers shall not be held liable for any direct or indirect damage arising from your use of this questionnaire and the results arising therefrom.
Note to Representatives
This questionnaire is designed to help investors better understand their investor profile. You still play an essential role in getting to know your clients, and this questionnaire does not replace a proper assessment of whether the profile is appropriate for them.