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March 2012
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Dear Client:
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Due to Finamex main concern to care and increase your wealth according to your interests we changed our sales strategy by identifying accurately investor´s profile for each of our clients based on:
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- Financial knowledge and experience.
- Account management history.
- Investment horizon.
- Financial situation or capability.
- Client investment restrictions.
- Classification criteria depending on client´s investment profile for financial products and services offering.
- Risk definitions for products and services.
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The below profile classification settled depending on prior listed parameters might be:
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| PROFILE | CONCEPT | DESCRIPTION |
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| CONSERVATIVE |
Risk tolerance |
Low |
| Invest in Equity |
No |
| Investment horizon |
Short term |
| Derivatives |
No |
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| MODERATE |
Risk tolerance |
Moderate |
| Invest in Equity |
No |
| Investment horizon |
Medium and Long term |
| Derivatives |
No |
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| PATRIMONIAL |
Risk tolerance |
Moderate |
| Invest in Equity |
Maximum 30% |
| Investment horizon |
Long term |
| Derivatives |
30% Discretional
50% Hedge |
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| INTEGRAL |
Risk tolerance |
High |
| Invest in Equity |
Maximum 60% |
| Investment horizon |
Long term |
| Derivatives |
75% Discretional
75% Hedge |
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| PROFESIONAL |
Risk tolerance |
High |
| Invest in Equity |
Maximum 100% |
| Investment horizon |
Long term |
| Derivatives |
up to 100% |
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| Once done the above analysis based on the information you provided, we have concluded that the profile that best identify your investments allocates you as: |
| ____________________________________ |
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We invite you to contact your account manager for guidance in case of inquiries about the risks entailed to this profile and you can even indicate the profile that best fit your needs.
CASA DE BOLSA FINAMEX, S.A.B. DE C.V.
|
|
March 2012
|
|
Dear Client:
|
|
|
Due to Finamex main concern to care and increase your wealth according to your interests we changed our sales strategy by identifying accurately investor´s profile for each of our clients based on:
|
- Financial knowledge and experience.
- Account management history.
- Investment horizon.
- Financial situation or capability.
- Client investment restrictions.
- Classification criteria depending on client´s investment profile for financial products and services offering.
- Risk definitions for products and services.
|
|
The below profile classification settled depending on prior listed parameters might be:
|
|
|
| PROFILE | CONCEPT | DESCRIPTION |
|
| CONSERVATIVE |
Risk tolerance |
Low |
| Invest in Equity |
No |
| Investment horizon |
Short term |
| Derivatives |
No |
|
| MODERATE |
Risk tolerance |
Moderate |
| Invest in Equity |
No |
| Investment horizon |
Medium and Long term |
| Derivatives |
No |
|
| PATRIMONIAL |
Risk tolerance |
Moderate |
| Invest in Equity |
Maximum 30% |
| Investment horizon |
Long term |
| Derivatives |
30% Discretional
50% Hedge |
|
| INTEGRAL |
Risk tolerance |
High |
| Invest in Equity |
Maximum 60% |
| Investment horizon |
Long term |
| Derivatives |
75% Discretional
75% Hedge |
|
| PROFESIONAL |
Risk tolerance |
High |
| Invest in Equity |
Maximum 100% |
| Investment horizon |
Long term |
| Derivatives |
up to 100% |
|
|
| Once done the above analysis based on the information you provided, we have concluded that the profile that best identify your investments allocates you as: |
| ____________________________________ |
| |
|
|
We invite you to contact your account manager for guidance in case of inquiries about the risks entailed to this profile and you can even indicate the profile that best fit your needs.
CASA DE BOLSA FINAMEX, S.A.B. DE C.V.
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Last Updated on Friday, 11 May 2012 14:00 |
Brokerage House 
