Trillium Capital Introductory Questionnaire

This questionnaire is designed to help you and Trillium Capital decide if we are fit for each other. All responses are confidential.

1. Do you invest in a lump sum? Or do you invest with regular contributions?*
- Lump sum
- Regular contributions
- Lump sum and regular contributions
2. Lump sum amount
- 10,000 to 25,000
- 25,000 to 50,000
- 50,000 to 100,000
- 100,000 plus
- Not Applicable
3. Regular contributions
- Monthly
- Quarterly
- Annually
- Not applicable
4. Investment time horizon?*
An important consideration is your investment time horizon. The length of time you will remain fully invested. How long do plan to hold this investment portfolio.
- Less than 5 years
- 10 to 15 years
- 5 to 9 years
5. What is your knowledge and experience in investing in the stock market?*
- Good
- Advanced
- Moderate
- Little or none
6. What is your risk tolerance?*
If unsure take our risk tolerance survey at www.trilliumcapital.ie/risktolerencesurvey
- Conservative
- Aggressive
- Moderate
7. What are your goals for this investment?*
- Saving for future expenses eg: college expenses
- Major Purchase eg: deposit for home
- Retirement
8. Please enter your contact details:
Name*
First Last
Email Address*
Phone Number
CAPTCHA

Trillium Capital Ltd
8 Ballyowen Park
Ballyowen Lane
Lucan
Co. Dublin
K78 AE48

Tel: 01 442 9950

Trillium Capital Limited is Registered as an AIFM with the Central Bank of Ireland.

Trillium Capital Introductory Questionnaire