保险公司使用理财分析之客户声明_保险公司客户分析工具

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The report is intended to help the client to understand his/her financial situation and needs.The suggestions / recommendations given in or on account of this report are based on information that the client has provided to the Company and are designed to meet the needs and objectives discued during the meeting(s)between the client and the consultant are in line with the client’s risk appetite.Figures provided in the examples are for illustrative purposes only and are not indicative of actual returns.The information and suggestions / recommendations are for the client’s reference and consideration when making his/her own decisions.The client is advised to seek independent profeional advice where appropriate.The suggestions /

recommendations should not be considered as investment advice.Investment involves risks.Unit prices and rates of investment return may fall as well as rise.Past performance is not indicative of future performance.Relevant Principal Brochures of the products should be read for further details.The information given in this report is based on data obtained from sources belived to be reliable but the Company makes no guarantee, representation or warranty and accepts no responsibility or liability as to the accuracy or completene of the

information or suggestions / recommendations given and shall not be held liable for damages arising out of any person’s reliance upon this information or suggestions / recommendation.Personal Information collected in this report will be kept confidential by the

Company and may be used, stored, transferred and / or disclosed by the Company to such persons as the Company may consider neceary from time to time including without any limitation any of its affiliated companies, or any individual /

organizations aociated with the Company or any selected third party(whether within or outside Hong Kong)for marketing and / or provision of products and

services.The client has the right to obtain acce to and request correction of any of his / her personal data held by the Company.Any such request should be made in writing to the Data Protection Officer at XXXXXXXXXXXXXXXXXXX.此報告以協助客戶了解現時的財政狀況和需要。所有意見/建議均根據客戶所提供的資料及因應客戶與理財顧問所討論過有關客戶的需要、目標和風險取向而提出。例子提供的數字只是用作說明用途，並不可視作實際回報之報之指引。所有提出的資料和意見/建議只供客戶作出個人決定的參考。客戶在需要時應徵詢獨立的專業意見。此報告的意見/建議不可視為對任何產品的銷售或購買邀請，亦不當為投資建議。

投資附帶風險。基金單位價格及投資回報率可跌亦可升。過往業積並可視作未來表現之指引。請參閱相關主要銷售刊物，以獲取進一步資料。

此報告所提出的資料乃根據本公司相信可靠的資料來源整理成，但本公司對此報告有關資料及意見/建議的準確性及完整性並不負上任何責任。若任何人士因信賴這些資料及意見/建議而招致損失，本公司概不負責。

客戶提供的個人資料會被保密。並只會供本公司使用、儲存、轉移及/或披露予公司按不時之考慮而認為有需要之人士包括但不限於公司的任何關聯公司或任何個別人士/與公司聯繫之機構或任何特定第三者(不論在本港境內或境外)用作推廣、提供產品及服務之用。客戶有權要求查閱及更改本公司所持有關於該客戶的個人資料。如客戶希望提出有關要求，可以書面形式通知本公司的個人資料保管主任，地址為XXXXXXXXXXXXXXXXXXX

Client Declaration客戶聲明

I acknowledge that I am under no obligation to accept any sggestions /

recommendations provided to me based on the information disclosed during the discuions with my / our consultant.I understand that I shall make own investment decision based on my personal circumstances and preferences, which may differ from the suggestions /

recommendations provided.I confirm having read and understood the Disclaimer herein.我謹此聲明本人絕無責任接受公司理財顧問的任何意見/建議。

本人明白本人應按個人的情況及取向作出投資決定，並可能與理財顧問提供的意見/建議不同。

本人確認已閱讀及明白上述責任聲明。