The Investment Risk Profile Questionnaire (hereinafter referred to as the “Questionnaire”) is designed to help you identify your investor profile. The asset allocation we suggest is based on your assessment of subjective factors, such as risk tolerance and financial situation. Please view the suggested asset allocation as a general guideline for how you may consider investing your funds. It does not constitute investment advice, and the suggested allocation is based on limited information. You may wish to consult a professional investment advisor, legal advisor, or broker before making or changing any investment, now or in the future.

The allocations provided are based on generally accepted investment principles. However, there is no guarantee that any particular asset allocation or combination of investments will achieve your objectives. All investments involve risks, and fluctuations in financial markets and other factors may cause the value of your account to decline. It is important to consider all of your options carefully before investing. JSC Galt & Taggart is not responsible for reviewing your financial situation or updating your risk profile. You will be solely responsible for the investment plan or plans you choose.

Please note that JSC Galt & Taggart disclaims any liability related to the relevance, accuracy, and/or completeness of the questions in the Questionnaire. You remain fully responsible for any and all decisions made based on the information provided by completing the Questionnaire.