Investor Profile Questionnaire

Step 1 / 7

Family situation

Your personal and family situation

First name *

Last name *

Email *

Phone

Family situation

Marital status *

Dependent children

Number of dependent children in the tax household

Other financially dependent people in your household

Step 2 / 7

Occupation & income

Your professional situation and savings capacity

Employment status *

Socio-professional category

Income

Gross annual household income *

Estimated annual savings capacity

Significant expense planned in the next 18 months?

Step 3 / 7

Your wealth

Overall assessment of your financial situation

Total household wealth (real estate + financial)

Amount considered for this investment *

Emergency savings

Emergency savings correspond to 3 to 6 months of everyday expenses immediately available.before any investment.

Do you have sufficient emergency savings (3 to 6 months of expenses)?

Yes, my emergency savings are in place No, I do not yet have sufficient emergency savings

Outstanding mortgage loans?

Subject to IFI (French real estate wealth tax)?

Step 4 / 7

Investment objectives

Your objectives and tolerance to market fluctuations

Main objective *

Intended investment horizon *

Tolerance to market fluctuations

Select the portfolio whose performance range matches your risk tolerance.

Portfolio A

Very cautious — capital almost guaranteed

0 % / +3 %

Portfolio B

Moderate — limited risk

-5 % / +8 %

Portfolio C

Balanced — accepted growth risk

-10 % / +15 %

Portfolio D

Dynamic — high performance

-20 % / +25 %

In the event of a significant drop in your portfolio (-15%), you:

Step 5 / 7

Knowledge and skills

Your investment experience

Financial products you are familiar with

Products held over the past 3 years

Have you ever experienced significant losses on investments?

Step 6 / 7

Knowledge quiz

3 questions to assess your level of financial knowledge

1. Does a unit-linked vehicle in a life insurance policy carry a risk of capital loss?

2. The longer the investment horizon, the larger the allocation to risky assets (equities, ETFs) can be.

3. An investment offering a high potential return necessarily carries a higher risk.

Step 7 / 7

Sustainability criteria (ESG)

Your responsible investment preferences

What is ESG investing?
ESG criteria assess companies across three dimensions:
• Environmental — impact on climate and natural resources
• Social — working conditions, human rights, diversity
• Governance — transparency, management ethics, anti-corruption

Would you like to integrate ESG criteria into your investment?

Yes, responsible investing matters to me Partially — I am open to it without making it an exclusive criterion No, I prioritise financial performance without ESG constraints

Sectors you wish to exclude (optional)

Weapons Tobacco Fossil fuels Gambling

Your investor profile

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Summary Risk Indicator (SRI)

1 = lowest risk | 7 = highest risk

Justification elements

Decision

✓ I accept the proposed profile

I confirm that the information provided is accurate and I accept the established risk profile.

✗ I decline the proposed profile

I wish to modify my answers or discuss the profile with an advisor.

Receive and share my profile

Would you like to receive your profile by email and share it with paro conseil? As a registered Financial Investment Advisor, paro conseil must hold your investor profile before providing any advice (MiFID II regulatory requirement).

This questionnaire is established in accordance with the regulatory obligations applicable to registered Financial Investment Advisors. Your data is processed confidentially and used solely in the context of advising you.