Tuesday, 18 June 2019

Results of the Customer Profiling Questionnaire answered by you on Jun 17, 2019

DETAILS OF YOUR PROFILE
Dear Customer,

Greetings from ICICI Bank.

We thank you for answering the ICICI Bank’s Customer Profiling Questionnaire on Jun 17, 2019 for your Saving Account XX4495.

As per your response to the questionnaire, your profile is categorised as Balanced.

The description of your profile is as follows:
Risk Profile Asset Allocation Description of the Profile
Balanced Debt - 60% : Equity - 40% Such Investors are looking for moderate capital growth over a longer term; cautious towards taking high levels of risk, however comfortable with short term fluctuation in returns.
The Customer Profiling Questionnaire answered by you is also mentioned in this e-mail. Please retain the Customer Profiling Questionnaire for your future reference.

In case some of the responses are different or for more information on the products and schemes, you may call our Customer Care or visit the nearest ICICI Bank branch. To know the Customer Care numbers for your city, please click here.

Looking forward to more opportunities to be of service to you.

Sincerely,

For ICICI Bank Ltd.

Following are the responses provided by you in the Customer Profiling Questionnaire.
Financial Capacity (FC)
 
1. What is your total annual income before taxes:
Less than 10 lakh
2. What percentage of your income do you generally save?
10% to 25%
 
Risk Attitude (RA)
 
1. What would you do if your portfolio GAINED 10% in few weeks?
Sell
2. In order to achieve your expected returns, you are willing to bear principal loss by?
More than 20%
 
Others
 
1. What is your age?
18 to 40 years
 
 
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I/We agree that the account has been profiled basis response from Either or Survivor in case of joint accounts. In case, I/We are not primary holder to the account for profiling, I/We declare that primary holder in the account does not belong to conservative category including but not limited to Senior Citizen.

*In accordance with SEBI circular CIR/IMD/DF/4/2015 dated April 30, 2015 all mutual fund schemes has been labeled as per Riskometer. The Riskometer has 5 levels of risk which helps in understanding the broad risk involved in investing in a scheme. However, please read offer document carefully to understand the underlying assets and the risk-return ratio of the scheme before making any investment decision.

Terms and conditions of ICICI Bank and third parties apply. ICICI Bank is not responsible for third party products, goods, services and offers. Nothing contained herein shall constitute or be deemed to constitute an advice, invitation or solicitation to sell/purchase any products/services of ICICI Bank / third party and is not intended to create any rights and obligations. To unsubscribe from any further communication, please register yourself under the Do Not Call registry.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. ICICI Bank is acting merely as a distributor/ corporate agent/point of service of third parties, affiliates and group companies. Please visit "http://www.icicibank.com/Personal-Banking/investments/mutual-funds/disclosure.html" for important information on Mutual Fund investments.

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