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Customer Profiling Questionnaire
We understand that your financial needs are constantly evolving. At ICICI Bank, it has been our endeavour to offer suitable Life Insurance and Mutual Fund solutions to fulfil your requirements. Towards this goal, we are introducing a Customer Profiling Questionnaire. The Questionnaire will enable you to determine your profile and guide you towards making investment decisions.
Disclaimer: By clicking on the ‘call back’ option, you are deemed to have consented to be called by ICICI Bank, India (“ICICI Bank”). This call back facility is available for resident account holders of ICICI Bank only. You agree that your risk profile shall be identified by ICICI Bank basis the information provided by you in response to the questions posed by ICICI Bank. You are deemed to have agreed with the risk category which you have been placed in and to have such risk categorization form the basis for discussion /services provided by ICICI Bank regarding your future investment(s). Any discussion/ services provided by ICICI Bank with regard to your investment(s) does not constitute a recommendation by ICICI Bank to enter into any transaction. Unless ICICI Bank agrees otherwise, ICICI Bank is not acting as your adviser or in any fiduciary capacity in respect of any investment(s). Accordingly, the Bank does not accept any liability whatsoever with respect to the use of the call back facility. We recommend that before making any investment decision, you should take steps to ensure that you have a full understanding of the terms, conditions and risk thereof and are capable of and willing to assume those risks in the light of your own objectives and circumstances. If you are in doubt as to any aspect of any decision in respect of the mutual fund/ insurance products, please consult your own legal, regulatory, tax, business, investment, financial and accounting advisers. The information shared with you in the ‘call back’ facility or in any other related document is not intended to nor should it be construed to represent that ICICI Bank provides any product or service in jurisdictions where it is not licensed or registered or authorised to do so.
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