HSBC Wealth Portfolio Plus (Pas Nexgen) Training Feedback
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- 1.Please rank the clarity of the training and the contents.
- A.
1 - Not at all clear
- B.
2
- C.
3 - Clear
- D.
4
- E.
5 - Extremely clear
- 2.Was the material sufficient and relevant to the purpose of the training?
- A.
Yes
- B.
No
- 3.If you answered "No", please tell us what additional materials you would like to have. Even if you answered "Yes", feel free to suggest additional materials that you think would help.
- 4.Please rank the usefulness of HSBC Wealth Portfolio Plus functionalities in your engagement with customers.
- A.
1 - Not useful
- B.
2
- C.
3 - Average
- D.
4
- E.
5 - Very useful
- 5.Please rank the ease of portfolio construction on HSBC Wealth Portfolio Plus.
- A.
1 - Difficult
- B.
2
- C.
3 - Neutral
- D.
4
- E.
5 - Easy
- 6.Please rank the ease of fulfilling goals and goal tracking on HSBC Wealth Portfolio Plus.
- A.
1 - Difficult
- B.
2
- C.
3 - Neutral
- D.
4
- E.
5 - Easy
- 7.Please rank the ease of portfolio review and rebalancing on HSBC Wealth Portfolio Plus.
- A.
1 - Difficult
- B.
2
- C.
3 - Neutral
- D.
4
- E.
5 - Easy
- 8.Please rank the usefulness of the exposure, risk and scenario analytics functionality.
- A.
1 - Not useful
- B.
2
- C.
3 - Average
- D.
4
- E.
5 - Very useful
- 9.Do you have any suggestion that would make the training better?
- 10.Any other question relating to HSBC Wealth Portfolio Plus that you would like us to answer?
- 11.Are you confident that you can use the new HSBC Wealth Portfolio Plus "live" with customers?
- A.
Yes
- B.
No
- 12.If you answered "No", what additional help would you require?
- 13.Choose the customer(s) who is/are suitable for HSBC Wealth Portfolio Plus.
- A.
An "adventurous" investor with holding of 1 fund
- B.
A "speculative" investor with 100% global fixed income
- C.
A "balanced" investor with 7 funds, and 3 of the funds are approximately 90% risk contribution
- D.
All of the above
- 14.HSBC is collaborating with BlackRock Aladdin to provide risk and scenario analysis capabilities under HSBC Wealth Portfolio Plus.
- A.
True
- B.
False
- 15.Customers are allowed to select their own funds to construct their own diversified portfolio.
- A.
True
- B.
False
- 16.Which of the following is not a new functionality under HSBC Wealth Portfolio Plus?
- A.
Exposure and risk analytics
- B.
Goal tracking
- C.
Scenario and stress testing
- D.
All of the above are new functionalities under HSBC Wealth Portfolio Plus
- 17.Goal tracking under HSBC Wealth Portfolio Plus allows customers to monitor and review their goals on an ongoing basis, and identify any changes needed to achieve their goals.
- A.
True
- B.
False
- 18.HSBC Wealth Portfolio Plus is available for __________ customers.
- A.
Jade
- B.
Premier and Jade
- C.
Advance, Premier and Jade
- 19.HSBC Wealth Portfolio Plus is available for customers with risk profiles ___________.
- A.
1,2,3,4,5
- B.
2,3,4,5
- C.
3,4,5
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