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Suitability Questionnaire

The document is a Suitability Questionnaire for HDFC Life Insurance, gathering customer profile information such as name, gender, occupation, and date of birth. It assesses the suitability of insurance products based on household income, financial needs, investor type, and life stage. The proposer acknowledges the recommendations based on the provided information and signs off alongside the agent.

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174 views1 page

Suitability Questionnaire

The document is a Suitability Questionnaire for HDFC Life Insurance, gathering customer profile information such as name, gender, occupation, and date of birth. It assesses the suitability of insurance products based on household income, financial needs, investor type, and life stage. The proposer acknowledges the recommendations based on the provided information and signs off alongside the agent.

Uploaded by

ppatil258269
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Suitability Questionnaire

Customer Profile
Name :
Gender: Male Female
Occupation

Agriculture Housewife Salaried Self Employed/Business Student Unemployed Others

Date of Birth
(in dd/mm/yyyy)

Suitability Profile
Total Household Income
Upto 5 Lakhs 5 Lakhs to 20 Lakhs 20 Lakhs to 50 Lakh Above 50 Lakhs

Financial and Protection Need


Protection Child Savings Regular Income Retirement

Investor Type
Conservative - I am not comfortable with any risk to my invested value

Moderate - I am comfortable with some degree of risk to my invested value

Aggressive - I am comfortable with taking risks in products where my invested value may fluctuate due to market volatility

Life Stage

Childhood Young Unmarried Young Married Young Married with Children Married with older Children
Retirement Post family or Pre-Retirement

Insurance Product:

Proposer Acknowledgement:
The above recommendation is based on the information provided by me. I have been explained about the features of the product and
believe it would be suitable for me based on my insurance needs and financial objectives.

Proposer Name Proposer Signature

Agent Name Agent Signature

Date ( / / )
(in dd/mm/yyyy)

HDFC Life Insurance Company Limited [Formerly HDFC Standard Life Insurance Company Limited] (HDFC Life). CIN: L65110MH2000PLC128245. IRDAI Registration No. 101.
Regd. Off: 13th Floor, Lodha Excelus, Apollo Mills Compound, N.M. Joshi Marg, Mahalaxmi, Mumbai - 400 011.
For queries or more information, Call 1860-267-9999 (local charges apply). DO NOT prefix any country code e.g. +91 or 00. Available Mon-Sat from 10 am to 7 pm |
Email – service@hdfclife.com | nriservice@hdfclife.com (For NRI customers only) Visit – www.hdfclife.com

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