Financial Asset Allocation Form
Financial Asset Allocation Form
Personal Details
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Name: |
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Company Name: |
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Number: |
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Email: |
Asset Allocation
Please enter the percentage allocation for each asset category. Make sure that the total allocation should sum up to 100%.
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Asset Category |
Allocation (%) |
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Equities: |
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Bonds: |
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Cash: |
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Real estate: |
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Others: |
I, [Your Name], hereby acknowledge that the above information accurately represents my financial goals, risk tolerance, and asset allocation preferences.
Signature: ______________________ Date: ________________
