IMPORTANT By checking this, you agree to the below. *Disclaimer 1. This Financial Basics Review would require you to provide basic information that would be reviewed by our Licensed Financial Planners. Information submitted here would solely be for the purpose of Financial Basics Review and it is private and confidential between you and Prisma Wealth. 2. This Financial Basics Review serves as a guide and by no means it is interpreted as financial advise. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you to consult our Licensed Financial Planner to take into account your particular investment objectives, financial situation and individual needs. Section 1: Basic Info 个人基本资料 Full Name 全名 (依据身份证) Email 电邮地址 Mobile Number 联络号码 Date of Birth 出生日期 Gender 性别 Male 男性 Female 女性 Others 其他 Occupation Marital Status 婚姻状况 Single 单身 Married 已婚 Divorced 离婚 Widowed 丧偶 Other Loan/Mortgage Amount 房贷数额 (I.e. RM500,000) Loan/Mortgage Installment 月供 (I.e. RM2,500) Do you have MRTA (bank insurance) to cover this property? 你有购买MRTA 给这间房产吗 Yes 有 No 没有 I'm not sure 我不确定 What is the purpose of this property? 购买这间房产的目的是? Own Stay 自住 Investment 投资 Not certain at this moment 暂时不确定 Loan/Mortgage Amount 房贷数额 (I.e. RM500,000) Loan/Mortgage Installment 月供 (I.e. RM2,500) Do you have MRTA (bank insurance) to cover this property? 你有购买MRTA 给这间房产吗? Yes 有 No 没有 I'm not sure 我不确定 What is the purpose of this property? 购买这间房产的目的是? Own Stay 自住 Investment 投资 Not certain at this moment 暂时不确定 If you have more than 2 properties, please indicate how many properties you own, we will contact you for more information. 若你拥有超过两间房产，请说明有多少间，我们会联络你以了解更多。 (I.e. 3, 5, 6, 10) How much is your monthly expenses to support your family or your responsibilities (EXCLUDING insurance and mortgage)? 你每月需要照顾家庭的花费总额是多少 （不包括保险费和房贷月供)? (RM) How many Insurance Policies do you have? 你一共有多少份保单? Please take photo of the policy coverage page and send to us at ycfoo@prismawealth.com or WhatsApp to 012-2766550. 请拍下你的保单的“保额部分”，并电邮到ycfoo@prismawealth.com 或 WhatsApp 到 012-2766550. How many children do you have? 你有几个孩子? 0 1 2 3 4 5 Please state the age of all your children. 请列出全部孩子的岁数。 (I.e. 7, 9, 14) How many more years do you think that you need to take care of your children before they become fully independent? 你觉得你还需要照顾你的孩子多少年直到他们全部可以完全独立？ (I.e. 18 years / 18年) Do you have family members that need you to take care of (i.e. parents or siblings)? 你是否有需要你照顾的家庭成员例如父母或兄弟姐妹? Yes 有 No 没有 If you need to take care of your family member, please estimate how many more years that you need to take care of them? 如果你需要照顾你的家庭成员，请预算你需要照顾他们多少年？ (I.e. 15 years / 15年) Submit
