Question 0 of 4

🕌 Find Out If Halal Investing Is Right For You

Answer 4 quick questions to get a free educational consultation

1️⃣ What is the primary purpose and duration of your savings or investment?

The fund we discuss is designed for long-term wealth building.

⏱️ 5 years or more (retirement, kids' education, long-term growth)🎯 Less than 5 years (buying a home, car, travel, short-term goals)

2️⃣ What is your comfort level with investment risk and market fluctuation?

Halal funds typically involve moderate to higher market fluctuations. This helps us tailor our guidance.

🎢 Medium to Higher Risk: I understand that markets fluctuate and can tolerate meaningful short-term volatility, including temporary declines greater than 20%, in pursuit of long-term growth, and I would be willing to stay invested — or even invest more — when prices are lower🛡️ Low / Conservative Risk: I prioritize stability and capital preservation. Significant market fluctuations or meaningful losses, even temporarily, would make me uncomfortable and likely cause me to reduce or exit an investment.

3️⃣ Which describes your investment preference?

We want to make sure our service matches what you're looking for.

🤝 I prefer working with a licensed representative for personalized guidance💻 I prefer doing everything on my own (self-directed/DIY investing)

4️⃣ Are you aware of and comfortable with the fees and commissions that may apply to professionally managed Shariah-compliant mutual funds?

Fees and expenses reduce investment returns. Details are outlined in the Fund Facts document.

The following fees and expenses may apply:

One-time commission: up to 2% (paid from the investment amount, not billed separately)
Annual dealer service fee: up to 1.43%
Fund management expenses (MER): up to 1.55% (reflected in the fund's performance)

Fees, expenses, and compensation vary by fund and series. You should refer to the applicable Fund Facts and prospectus for complete details.

✅ Yes, I understand and accept these fees for professional management❌ No, I'm looking for zero-cost or self-directed options only

🕌 Find Out If Halal Investing Is Right For You

1️⃣ What is the primary purpose and duration of your savings or investment?

2️⃣ What is your comfort level with investment risk and market fluctuation?

3️⃣ Which describes your investment preference?

4️⃣ Are you aware of and comfortable with the fees and commissions that may apply to professionally managed Shariah-compliant mutual funds?

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