Question
Q1. (a) Assume that KK is 36 years old, married with two young children, renting a unit of condominium at KL area and have an
Q1. (a) Assume that KK is 36 years old, married with two young children, renting a unit of condominium at KL area and have an annual income of RM90,000. With the intention of preparing an investment plan for himself, answer the following questions.
- Identify KKs key investment goals based on the information provided.
(4 marks)
- Explain the impact of personal taxes on KKs investment plans.
(3 marks)
- Based on KKs stage in the life cycle, identify the types of risk that KK might take. (3 marks)
- Assume that KK is a conservative investor, but his spouse is an aggressive investor, considering each of the following types of transactions as part of their investment programs. Differentiate these two types of investors in view of these preferences.
- Long purchase (5 marks)
- Margin trading (5 marks)
- Short selling (5 marks)
[Total : 25 marks]
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Capital Failure Rebuilding Trust In Financial Services
Authors: Nicholas Morris , David Vines
1st Edition
0198712227,019102077X
